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 offers discretionary investment management, financial planning, consulting, third‑party money manager implementation and retirement plan advisory, and provides clients access to an estate‑planning technology platform. The firm’s Form ADV describes services for individuals, families, trusts, retirement plans and corporations, but as a newly SEC‑registered entity it reports no regulatory assets under management and no active client relationships at the time of filing.
The firm’s investment process combines fundamental and technical analysis with model‑manager evaluation, using long‑term holdings alongside tactical asset allocation and the option to implement third‑party model portfolios or manage legacy positions. Operationally, Lafayette Square implements portfolios through institutional share classes, generally recommends an institutional custodian for custody and trade execution, and uses third‑party reporting and reconciliation technology to support portfolio administration.
Distinctive elements include the firm’s offering of an estate‑planning technology platform (which the firm may subsidize) and a consulting capability that can be structured around business revenue for exit‑planning and related services. The firm’s small scale and recent SEC registration — two advisors and no reported AUM or clients at filing — leave it with an atypical client profile compared with many peers in the supported‑firm category.
Client services
Expertise
Occupation focus
Fee options
Up to $25,000 for financial planning services; up to $50,000 for consulting services
$0 - $500,000: 1.50% $500,000 - $750,000: 1.35% $750,000 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 1.00% $3,000,000+: 0.75%
Up to $700 per hour
Account minimum: $500,000
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® professional with four years of experience in the financial advisory industry. She is currently with Lafayette Square Financial Advisors, Inc., where she has worked since 2020. Prior to this, she held positions at Cetera and b8ta. Lafayette Square Financial Advisors offers discretionary investment management, financial planning, and consulting services to individuals, families, trusts, retirement plans, and corporations. The firm combines fundamental and technical analysis in its investment process and provides clients access to an estate-planning technology platform.
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 43 years of industry experience. He previously worked at Cetera and Associated Planners Investment Advisory Inc. Peters is also involved with the Business Enterprise Institute, where he helps business owners with exit planning strategies. Lafayette Square Financial Advisors provides discretionary investment management, financial planning, consulting, and retirement plan advisory services to individuals, families, trusts, and corporations. The firm combines fundamental and technical analysis with model-manager evaluation and offers an estate-planning technology platform.
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