CWM PlanningFinancial advisor in Lafayette, LA

CWM Planning is a financial advisor at 325 Settlers Trace Blvd Ste 101, Lafayette, LA 70508, ranked #30 of 60 financial advisors in Lafayette and rated 5.0 from 3 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Lafayette, LAUpdated November 9, 20260 paid placements in any rankingHow we rank

Call (337) 233-6066 Website ↗

Key facts

Key facts about CWM Planning
Address	325 Settlers Trace Blvd Ste 101, Lafayette, LA 70508Get directions
Phone	(337) 233-6066
Website	cornerstonela.com
Hours	Monday to Friday: 8:30 AM – 5 PM
Google rating	5.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Financial Advisorsmain specialtyGoogle main category
Financial PlannersGoogle main category

Service area

Serves Lafayette and 5 towns within 25 miles: Broussard, Youngsville, Abbeville, New Iberia and Crowley.

Based in Lafayette, LAView on map

Opening hours

Opening hours for CWM Planning
Day	Hours
Monday	8:30 AM – 5 PM
Tuesday	8:30 AM – 5 PM
Wednesday	8:30 AM – 5 PM
Thursday	8:30 AM – 5 PM
Friday	8:30 AM – 5 PM
Saturday	Closed
Sunday	Closed

Open evenings — no
Open Saturdays — no
Open Sundays — no

Questions about CWM Planning

How is CWM Planning ranked in Lafayette?

CWM Planning is ranked #30 of 60 financial advisors in Lafayette by RFA Score, with 67 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are CWM Planning’s hours?

CWM Planning is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does CWM Planning serve?

Serves Lafayette and 5 towns within 25 miles: Broussard, Youngsville, Abbeville, New Iberia and Crowley. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about CWM Planning?

CWM Planning has a rating of 5.0 from 3 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact CWM Planning?

Call CWM Planning on (337) 233-6066. The business is at 325 Settlers Trace Blvd Ste 101, Lafayette, LA 70508. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

CWM Planning compared with nearby businesses
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
CWM Planning (this business)	—	67	5.0 (3)	No	No
Southern Financial Credit Services	#28	67	4.0 (4)	No	No	6.1 mi
The ROCK Financial Group	#29	67	4.0 (4)	No	No	2.2 mi
Edward Jones - Financial Advisor: Andre Hebert	#31	67	5.0 (3)	No	No	0.4 mi

See all 60 ranked financial advisors in Lafayette