Lafayette Financial Planning LLC fees and pricing

Financial planner in Dallas, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 15, 2026, Lafayette Financial Planning LLC charges $400 an hour and a flat or project fee of $3,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$400/hr
“Our hourly rate is $400.”
Flat or project fee
$3,000
“The Outside Manager will debit the Client's account for both the Outside Manager's fee, and LFP's advisory fee, and will remit LFP's fee to LFP. 11 Ongoing Financial Planning LFP collects an initial fee, no greater than $3,000.”

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

How Lafayette Financial Planning LLC bills

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

  • “Fees are negotiable and some fees may vary by Client for similar services.”
  • “The fee is based on a percentage of assets under management and is negotiable.”
  • “The annual advisory fee is paid quarterly in arrears based on the value of Client’s account(s) as of the last day of the billing period.”

How Lafayette Financial Planning LLC’s fees compare

  • Its hourly rate of $400 is above the Texas median of $275. 79% of the 468 other Texas planners that publish an hourly rate charge less.
  • 44 of the 56 other planners in Dallas that publish an hourly rate charge less.
  • Its flat or project fee of $3,000 is below the Texas median of $3,850. 38% of the 401 other Texas planners that publish a flat or project fee charge less.
  • 17 of the 51 other planners in Dallas that publish a flat or project fee charge less.

About Lafayette Financial Planning LLC

  • Principal: Gilles Hudelot
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2026.

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • College planning
  • 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
1% a year
Employees
1
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
341523
Website
lafayettefp.com (opens in new tab)
Phone
(214) 616-4569

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Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.