Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
35 advisors
Number of Clients
1,677 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$2.4B

Fee Structure

Financial Plan Fee:$500 - $100,000
Hourly Rate:$65 - $500/hr

Fees are negotiable and may vary. The maximum Program Fee charged by EPWP is 2.11%, including any Solicitor’s Fee. Direct Advisor Program fees can be flat fees (ranging from $500 to over $100,000), hourly rates ($65-$500 per hour), or a percentage of assets under management (0.10% - 1.50%). Clients may be billed directly or authorize EPWP to debit fees from their accounts. A $500 account closing fee may apply upon termination.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

900 East St. Mary Blvd., Suite 109, Lafayette, LA, 70503

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Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2005
Denied
Customer Dispute
March 2001
Settled
Other Business Activities

Linda is a partner in Linmar LLC, a real estate partnership, since 2001. She also receives music publishing royalties from Carlin America and is a Life Member Chair for the Acadiana Symphony Women's League, supporting their fundraising activities.

Employment History
Current Registrations
Elevation Point Wealth Partners, LLC
June 2025 - Present · 7 mos
Previous Registrations
UBS Financial Services INC.
February 2005 - June 2025 · 20 yrs 4 mos
UBS Financial Services INC. Broker
December 2004 - June 2025 · 20 yrs 6 mos
Legg Mason Wood Walker, IncorporatedBroker
August 1990 - December 2004 · 14 yrs 4 mos
Prudential-Bache Securities INC.Broker
October 1989 - August 1990 · 10 mos
State Registrations2 states
LATX
Advisor
Exams
No exam information available for this advisor.