Lafayette Financial Planning provides personalized investment management and financial planning services to individuals, high-net-worth individuals, businesses, and retirement plans. Founded in 2026 and based in Dallas, Texas, Lafayette Financial Planning creates tailored portfolios using stocks, bonds, exchange-traded funds, mutual funds, and third-party managers. The firm offers both ongoing wealth management and standalone financial planning projects, addressing topics such as retirement planning, tax strategies, cash flow and debt management, estate planning, college savings, and employee benefits. Lafayette Financial Planning operates on a fee-only structure, meaning compensation comes solely from client fees rather than commissions on products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $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.