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CFP
GH
CFP

Gilles Hudelot

Lafayette Financial Planning LLC
26 Years of Experience
Dallas, TX
View SEC Summary
View SEC Summary

Gilles Hudelot is a CFP-designated registered investment advisor at Lafayette Financial Planning LLC, based in Dallas, TX, with 26 years of industry experience. Gilles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more.

Lafayette Financial Planning LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.80%
$2.0M - $5.0M0.60%
$5M+0.50%

An additional 0.30% applies to held-away accounts managed via Pontera. A minimum annual advisory fee of $6,000 applies to investment management accounts. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Dallas, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Lafayette Financial Planning LLC
September 2026 - Present · 1 mo
Previous Registrations
Usi Securities, INC.Broker
November 2017 - December 2019 · 2 yrs 1 mo
Hd Vest Investment ServicesBroker
August 2011 - November 2017 · 6 yrs 3 mos
Ing Financial Advisers, LLCBroker
May 2004 - July 2011 · 7 yrs 2 mos
H&r Block Financial Advisors, INC.Broker
November 2002 - October 2003 · 11 mos
Bear, Stearns & CO. INC.Broker
March 2002 - November 2002 · 8 mos
Raymond James & Associates, INC.Broker
June 2001 - January 2002 · 7 mos
Transamerica Securities Sales CorporationBroker
August 2000 - June 2001 · 10 mos
Dain Rauscher IncorporatedBroker
March 1998 - November 1999 · 1 yr 8 mos
Dain Rauscher IncorporatedBroker
January 1998 - March 1998 · 2 mos
Rauscher Pierce Refsnes, INC.Broker
February 1996 - January 1998 · 1 yr 11 mos
Van Kampen American Capital Distributors, INC.Broker
January 1995 - January 1996 · 1 yr
American Capital Marketing, INC.Broker
June 1991 - January 1995 · 3 yrs 7 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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