Graham, Bordelon, Golson & Gilbert, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$350/hr

“Under the hourly fee structure, you are billed at an hourly rate of $100 - $350 depending on the complexity of the project.”

Annual fee

$250⁠-⁠$25,000/yr

“Under the flat fee program, you will be quoted a fee in advance ranging from $250 to $25,000 annually depending upon numerous factors including, but not limited to, the complexity of your situation and the scope of the project.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Graham, Bordelon, Golson & Gilbert, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Our fees are charged quarterly, in arrears.”
• “Assets under Management Up to $250,000 $250,001 to $500,000 $500,001 to $1,000,000 Over $1,000,000 1All fees are negotiable at our sole discretion.”
• “You will pay a monthly or quarterly account fee, in advance, based upon the market value of the assets held in your account as of the last business day of the preceding calendar month or quarter.”

How Graham, Bordelon, Golson & Gilbert, Inc.’s fees compare

• Its hourly rate of $100-$350 spans the Louisiana median of $250. 36% of the 45 other Louisiana planners that publish an hourly rate charge less.
• Its annual fee of $250-$25,000 spans the Louisiana median of $7,800. 86% of the 7 other Louisiana planners that publish an annual fee charge less.

About Graham, Bordelon, Golson & Gilbert, Inc.

• Firm size: 4 employees.
• Registered as an adviser: 1985 (41 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2.5% a year

Clients

201

Employees

4

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$420,819,606

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

104612

Website

gbggwealth.com (opens in new tab)

Phone

(318) 322-7157

Can advise clients in 2 states: Louisiana, Texas

Other planners in Louisiana that publish fees

• A.b. Ridgeway Wealth Management LLCLafayette$1,000⁠-⁠$2,500, $97⁠-⁠$833/mo
• Adkins Seale Capital Management LLCShreveport$250⁠-⁠$500/hr, $1,500⁠-⁠$5,500
• Advocacy Financial LLCCovington$250/hr, $1,000⁠-⁠$10,000
• Argent Advisors, Inc.Ruston$150/hr, $1,000⁠-⁠$5,000
• Avant Capital, LLCLafayette$200/hr, $1,500
• Bavarian Wealth Management, Inc.New Orleans$250/hr, $1,000⁠-⁠$2,500

Compare all 104 planners in Louisiana