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Lafargue Financial Group, Inc.

Updated today

Client AUM

$10,581,700

Clients

159

Advisors

2

across 2 offices

About

The firm primarily serves individual retail clients rather than high-net-worth households and offers investment advisory services including portfolio management and broader financial planning. Its representatives are also licensed insurance agents and can offer life insurance and annuity products, which may be sold on a commission basis.

The firm typically charges percentage-of-assets fees and provides customized portfolio recommendations subject to its written supervisory procedures. It maintains a dedicated special-needs planning practice that provides life-mapping and individualized plans for families with members who have medical, physical, or developmental needs.

Operating with a small advisory team and roughly $10.6 million in assets under management across about 159 client relationships, the firm appears focused on non-HNW households and smaller account sizes. The firm discloses the potential conflict created by dual insurance and advisory roles and reports mitigation through systematic reviews and oversight by its compliance function.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Planning for children with special needs

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Fee options

Commissions

Commissions on life insurance and annuity products sold by Ms. Najar, an insurance agent.

Main office

See office

Springdale AR

Advisors at this office

1

Most active in

Arkansas · Oklahoma

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Richard L

ChFC®, Series 63, Series 65

Sprindale, AR

Lafargue Financial Group, Inc.

Richard Lafargue is a ChFC® credentialed financial advisor with 23 years of industry experience. He has been with Lafargue Financial Group, Inc. since 2002. Outside of his advisory role, he owns and operates an insurance agency. Lafargue Financial Group primarily serves individual retail clients, offering portfolio management and financial planning services. The firm integrates advisory and insurance brokerage activities and provides specialized special-needs planning and life-mapping services.

Planning for children with special needs
user avatar

Cyndi N

CFP®

Springdale, AR

Lafargue Financial Group, Inc.

Cyndi Najar is a CFP® professional with four years of industry experience, currently serving at LaFargue Financial Group, Inc. in Bentonville, AR. She has been with the firm since 2013, including experience at Metro Insurance prior to joining LaFargue Financial Group. Ms. Najar is the sole owner of a Special Needs Planning Division focused on creating life maps and education plans for families with special needs. LaFargue Financial Group primarily serves individual retail clients, offering portfolio management and financial planning services with an emphasis on comprehensive, CFP-level planning. The firm combines advisory services with in-house insurance brokerage and maintains a specialized special-needs planning division to support families with developmental or medical needs.

Planning for children with special needs
View complete list of advisors at this firm
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