Lafayette Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides wealth management, individual portfolio management, comprehensive financial planning (offered both as ongoing and project-based engagements), and retirement plan consulting and management for individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. It operates as a fee-only adviser and may coordinate with third-party professionals when a client’s needs fall outside the firm’s scope.
The firm’s investment approach emphasizes asset allocation and principles of Modern Portfolio Theory, blending passive and active strategies and using mutual funds, ETFs, individual securities, and direct-indexing techniques where appropriate; accounts may be managed on either a discretionary or non-discretionary basis. Implementation often relies on third‑party managers and model portfolios, and the firm provides ongoing monitoring and held-away account oversight while accommodating client-imposed restrictions.
Noteworthy for a firm in this category, it offers retirement plan consulting and discretionary retirement-plan management (acting as an ERISA investment manager) and routinely selects and monitors outside advisers for clients — services that are statistically uncommon among peers. It also makes available a mix of engagement billing options beyond asset-based fees (including fixed and hourly arrangements) and the firm’s principal maintains a substantial outside practice in financial education and coaching; the firm does not act as a private fund adviser.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for Project-Based Financial Planning ranging from $2,000 to $10,000; initial financial planning fee up to $3,000; ongoing financial planning quarterly fixed fees ranging from $500 to $1,000
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50%
Hourly rate of $400 for Project-Based Financial Planning
Ongoing financial planning fees paid quarterly in arrears, ranging from $500 to $1,000
Minimum fee: Minimum annual advisory fee of $6,000 for Wealth Management Services Fee-only: Financial planning fees only; firm is fee-only with no commission-based compensation
Main office
Dallas TX
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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