Fee-only adviser · Lafayette, LA
Final Ascent Wealth Advisors, LLC
Final Ascent Wealth Advisors, LLC is a fee-only investment adviser registered with the securities regulator of Louisiana, with its main office in Lafayette, Louisiana. On its latest Form ADV, filed February 2, 2026, it reports $65M in regulatory assets under management, 21 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Louisiana |
|---|---|
| Firm CRD number | 313896 |
| Office | 315 S. College RD., Suite 205 Lafayette, LA 70503 |
| Phone | (337) 256-1032 |
| Website | www.fawawealth.com |
| Regulatory assets under management | $65M |
| Individual clients | 11 non-high-net-worth, 10 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Fixed fee |
| Services | Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 2, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Lafayette
- Cullen Investment Group $910M
- BCM Advisors, LLC $776M
- Apex Capital Management, L.L.C. $225M
- Meche and Associates LLC $17M
- Barton Advisory Services, L.L.C. $99M
- Kidd Vision Capital LLC $27M
See all 8 fee-only advisers in Lafayette →
Nearby
- Youngsville 1 firm
- Abbeville 1 firm
- Opelousas 1 firm
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