Marcantel Wealth Management

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Client assets under management

$16,921,540

Clients

176

0% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$96,145

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

Financial planning Portfolio management

Expertise

Passive / index investing Active portfolio management

Fee options

Percentage

1% per annum

Other

Minimum fee: $20 per quarter minimum fee

Main office location

Marcantel Wealth Management

Lafayette LA, United States

Number of offices

Most active in

Louisiana

Disclosures

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:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 337-246-0647

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.

Passive / index investing Active portfolio management

Tyler L

Series 65

Lafayette, LA

Marcantel Wealth Management

Tyler Leblanc is a financial advisor at Marcantel Wealth Management in Lafayette, LA, holding a Series 65 designation with one year of industry experience. He has been associated with Na since 2014. Marcantel Wealth Management provides investment advisory and portfolio management services to individual clients and legal entities, focusing primarily on low-cost index funds and passive strategies with an emphasis on tax-aware asset allocation and long-term investment horizons. The firm serves around 128 clients with two advisors and offers tailored active strategies upon request.

Passive / index investing Active portfolio management

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