Marcantel Wealth Management
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About
Marcantel Wealth Management provides investment advisory and portfolio management services to individuals, high‑net‑worth individuals, and legal entities such as corporations, LLCs, and partnerships. The firm manages client portfolios, offers account review and implementation services, and can create custom stock portfolios or pursue active strategies at a client’s request.
The firm’s stated investment approach emphasizes passive, low‑cost index funds, broad diversification, long‑term goal alignment, and tax‑aware asset allocation, drawing on Vanguard research and other external sources. When clients request active management, MWM may apply fundamental value‑investing techniques and individualized equity analysis in addition to its default passive strategy.
Distinctive features include managing roughly $1.6 billion in client assets while operating with a compact advisory staff and a relatively small client base, a concentrated advisor‑to‑client structure that differs from many peers. The firm also uses multiple custodial arrangements—including a national clearing custodian accessed through its broker‑dealer and a commission‑free platform—and recently added a second state‑registered adviser, indicating a small but evolving team.
Client services
Expertise
Fee options
1% per annum
Minimum fee: $20 per quarter minimum fee
Main office
Lafayette LA
Advisors at this office
2
Most active in
Louisiana
Also doing business as
Marcantel Wealth Management · Marcantel Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
Advisors at this firm
Justin M
Series 65
Lafayette, LA
Marcantel Wealth Management
Justin Marcantel is a financial advisor at Marcantel Wealth Management in Lafayette, LA, holding a Series 65 designation with five years of industry experience. He has worked at PFS Investments Inc. since 2018 and Primerica Financial Services since 2017. Prior to his financial services career, he was employed at the University of Louisiana at Lafayette from 2012 to 2017. Marcantel Wealth Management provides investment advisory and portfolio management services to individual clients and legal entities, focusing on low-cost index funds and passive strategies. The firm employs a long-term, passive investment approach based on Vanguard research, emphasizing low costs, broad diversification, and tax-aware asset allocation, with options for active, value-oriented strategies upon request.
Tyler L
Series 65
Lafayette, LA
Marcantel Wealth Management
Tyler Leblanc is a Series 65-licensed financial advisor at Marcantel Wealth Management with one year of industry experience. He has been with Marcantel Wealth Management since 2024 and previously worked outside the advisory industry for ten years. Marcantel Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, and various legal entities. The firm employs a primarily passive, low-cost investment approach but also offers active management strategies using fundamental value investing and equity analysis upon client request.
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