A complete list of active advisors currently associated with Lafargue Financial Group, Inc.

Warmer can help you find a great advisor at Lafargue Financial Group, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Lafargue Financial Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.