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
Loading...

Advisor Information

Office location

201 Settlers Trace Boulevard, Suite 3004, Lafayette, LA, 70508

Get directions
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.

Learn about disclosures →
Employment History
Current Registrations
Elevation Point Wealth Partners, LLC
June 2025 - Present · 7 mos
Previous Registrations
UBS Financial Services INC.
September 2022 - June 2025 · 2 yrs 9 mos
UBS Financial Services INC. Broker
November 2021 - June 2025 · 3 yrs 7 mos
State Registrations1 state
LA
Advisor
Exams
No exam information available for this advisor.