Lafayette Square Financial Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lafayette Square Financial Advisors provides discretionary investment management, financial planning, and consulting to individuals, high‑net‑worth families, estates, trusts, retirement plans, and corporations. The firm also implements model portfolios and third‑party money manager strategies and offers administrative and participant education services for retirement plans.
LSQFA typically implements portfolios using manager models or model allocations and invests across equities, fixed income, mutual funds, ETFs, and cash with ongoing monitoring and periodic rebalancing under discretionary authority. Financial planning and consulting are offered as separate engagements that can be delivered on either fixed‑fee or hourly terms, and implementation of investment recommendations generally requires a separate agreement.
Compared with many firms in this registration category, LSQFA emphasizes pension and retirement‑plan consulting and will accept ERISA fiduciary roles, including acting as a Section 3(38) investment manager and conducting selection and due diligence of other advisers. The firm also provides access to third‑party estate‑planning technology and uses the Black Diamond reporting platform; it does not act as a private fund adviser and, as of the brochure date, reported no regulatory assets under management.
Client services
Fee options
Fixed fees up to $25,000 for financial planning; fixed fees up to $50,000 for consulting services
$0 - $500,000: 1.50% $500,001 - $750,000: 1.35% $750,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001+: 0.75%
Up to $700 per hour for financial planning services
Account minimum: $500,000 Fee-only: Fixed fees up to $25,000 for financial planning; hourly fees up to $700 per hour; fixed or percentage fees up to $50,000 or 1.50% of business revenue for consulting services
Main office
2950 Camino Diablo, Suite 220
Walnut Creek CA 94597
Advisors at this office
2
Most active in
California
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.
Advisors at this firm
Erin L
CFP®, Series 65
Walnut Creek, CA
Lafayette Square Financial Advisors, Inc.
Erin Little is a CFP®-designated financial professional with four years of industry experience. She is currently with Lafayette Square Financial Advisors, Inc., where she has worked since 2020. Prior to this, she held roles at Cetera and b8ta. Lafayette Square Financial Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth families, estates, trusts, retirement plans, and corporations. The firm focuses on pension and retirement-plan consulting, including accepting ERISA fiduciary roles and utilizing manager models and third-party money manager strategies for portfolio implementation.
Gregory P
Series 63
Walnut Creek, CA
Lafayette Square Financial Advisors, Inc.
Gregory Peters is a financial advisor with Lafayette Square Financial Advisors, Inc. in Walnut Creek, CA, holding a Series 63 designation and over 43 years of industry experience. His prior roles include positions with Cetera and Cetera Wealth Services, LLC. He also works with the Business Enterprise Institute, assisting business owners with exit planning strategies focused on tax and financial efficiency. Lafayette Square Financial Advisors provides discretionary investment management, financial planning, and consulting services to individuals, families, estates, trusts, retirement plans, and corporations. The firm utilizes manager models and third-party money managers across various asset classes and offers pension and retirement-plan consulting, including ERISA fiduciary services.
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