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Financial Planners in Lafayette, LA: 2026 rankings

30 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Lafayette: Michele Schambough, Mortgage Loan Officer - First Horizon Bank, RFA Score 76/100; 5.0★ from 29 Google reviews.

  2. 3

    Most-reviewed: First Horizon Bank - Lafayette, LA - 2602 Johnston St, 45 Google reviews at 4.4★, the most of 30 ranked; ranked #3.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

30 Lafayette financial planners are ranked here by RFA Score, from eight published factors. 1 open Saturdays, based on posted hours. The median Google rating is 4.4★ across 30 rated firms.

Top 10 financial planners in Lafayette at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Lafayette at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Michele Schambough, Mortgage Loan Officer - First Horizon Bank765.0★ (29)LafayetteTop score
2Wealth Advisors: Nolan Venable765.0★ (28)Lafayette—
3First Horizon Bank - Lafayette, LA - 2602 Johnston St764.4★ (45)LafayetteMost reviews
4Eleser Financial755.0★ (24)Lafayette—
5Summit Financial Wealth Advisors754.8★ (24)Lafayette—
6Amber Patout, Mortgage Loan Officer - First Horizon Bank745.0★ (20)Lafayette—
7Morella & Morella, LLC724.9★ (13)Lafayette—
8First Horizon Bank - Lafayette, LA - Heymann Blvd724.1★ (18)Lafayette—
9Monica C. Hebert, Mortgage Loan Officer - First Horizon Bank725.0★ (40)New Iberia, 21 mi away—
10First Horizon Bank - Broussard, LA - E Main St704.4★ (16)Broussard, 7 mi away—

All 30 financial planners in Lafayette, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  4. #4 Eleser Financial

    Based in Lafayette

    75/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    412 W University Ave Ste 103, Lafayette, LA 70506
    View profile for Eleser Financial(337) 326-0229

  7. #7 Morella & Morella, LLC

    Based in Lafayette

    72/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.9★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 13 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    2901 Johnston St Ste 401, Lafayette, LA 70503
    View profile for Morella & Morella, LLC(337) 895-0800

  11. #11 Bentley & Co Wealth Management - Financial Advisor: Carlo Bentley AIFA, PPC

    Based in Lafayette

    70/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.4★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 7 Google reviews
    Hours
    Mon–Thu 8 AM–4:30 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    714 E Kaliste Saloom Rd Ste D2, Lafayette, LA 70508
    View profile for Bentley & Co Wealth Management - Financial Advisor: Carlo Bentley AIFA, PPC(337) 235-6233

  16. #16 CWM Planning

    Based in Lafayette

    68/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    325 Settlers Trace Blvd Ste 101, Lafayette, LA 70508
    View profile for CWM Planning(337) 233-6066

  19. #19 Broussard Poche LLP

    Based in Lafayette

    68/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.7★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 3 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    4112 W Congress St, Lafayette, LA 70506
    View profile for Broussard Poche LLP(337) 988-4930

  23. #23 Castille Financial

    Based in Lafayette

    67/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 1.5★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 1.5★ from 14 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    217 Rue Louis XIV Ste 101, Lafayette, LA 70508
    View profile for Castille Financial(337) 232-2202

All 30 financial planners

#1 to #25 are shown in full above. Here are #26 to #30, in RFA Score order; each links to its profile.

financial planners in Lafayette, ranks 26 to 30
RankBusinessRFA ScoreGoogle ratingDistance
26Dugas Soileau & Breaux624.0★ (4)21 mi
27All-State Credit Plan, LLC623.7★ (3)20 mi
28All-State Credit Plan, LLC623.7★ (3)21 mi
29Goff Wealth Management605.0★ (7)In Lafayette
30ADVSR Wealth Management - Financial Advisor: Blake Harper585.0★ (3)In Lafayette

Also serving Lafayette

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Lafayette
BusinessGoogle ratingDistance
4th Quarter Wealth Management5.0★ (9)In Lafayette
Charles Schwab5.0★ (4)In Lafayette
Edward Jones - Financial Advisor: Andre Hebert5.0★ (3)In Lafayette
Edward Jones - Financial Advisor: Donald M Paul, CFP®|CEPA®|AAMS®5.0★ (41)In Lafayette
Edward Jones - Financial Advisor: John P Marceaux5.0★ (3)In Lafayette
Edward Jones - Financial Advisor: Todd S Newberg, CFP®|AAMS®5.0★ (2)In Lafayette
Godley Wealth Management5.0★ (3)In Lafayette
Horizon Capital Management, Inc. Lafayette, LA: Dexter P. Lyons, Owner5.0★ (33)In Lafayette
Hux Capital Management, LLC4.7★ (31)In Lafayette
Jaylon Jawan Comeaux: Primerica - Financial Services5.0★ (9)In Lafayette
Meche & Associates5.0★ (3)In Lafayette
Meridian Wealth Management, LLC :Retirement Planning for First Responders4.9★ (74)In Lafayette
Morgan Stanley Financial Advisors3.3★ (3)In Lafayette
Northwestern Mutual - Lafayette4.3★ (11)In Lafayette
Patin Wealth Partners LLC5.0★ (5)In Lafayette
Stone Wealth Partners5.0★ (4)In Lafayette
The ROCK Financial Group4.0★ (4)In Lafayette
The Vermilion Group - Morgan Stanley5.0★ (3)In Lafayette
Western & Southern Life5.0★ (5)In Lafayette
Zachary Paul Mitchell Jr: Primerica - Financial Services5.0★ (4)In Lafayette

How we ranked Lafayette financial planners

We scored 30 Lafayette financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Lafayette data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Lafayette: frequently asked questions

Which financial planner has the highest RFA Score in Lafayette?

By RFA Score, the highest-ranked financial planner in Lafayette, LA is Michele Schambough, Mortgage Loan Officer - First Horizon Bank with an RFA Score of 76/100. It has 5.0★ from 29 Google reviews. Wealth Advisors: Nolan Venable (#2) and First Horizon Bank - Lafayette, LA - 2602 Johnston St (#3) follow. We ranked 30 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Lafayette?

RankedFinancialAdvisors ranks 30 financial planners serving Lafayette, LA. 23 of them are based in Lafayette; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Lafayette work on weekends?

1 of 30 ranked financial planners post Saturday hours. The highest-ranked open Saturdays is First Horizon Bank - Opelousas, LA - E Landry St (#24). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Lafayette financial planners have?

The median Google rating among 30 rated financial planners in Lafayette is 4.4★, with a median of 8 reviews. First Horizon Bank - Lafayette, LA - 2602 Johnston St has the most, 45 reviews, and ranks #3. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Lafayette count in this ranking?

Yes, if they are within 25 mi of the Lafayette city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Lafayette ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Lafayette a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Lafayette

  1. November 2026: RFA Scores recalculated for 30 financial planners serving Lafayette.

More financial planners and Lafayette pages