Abney Wealth Partners
Firm details
- Headquarters
- Youngsville, Louisiana
- CRD number
- 343449
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Abney Wealth Partners is a Louisiana-registered limited liability company that provides fee-based financial planning and discretionary portfolio management aimed at individuals and small businesses. The firm is owned by an individual and lists an affiliation with an insurance company, which suggests it may coordinate insurance solutions alongside investment and planning work. It does not identify itself as an ESG investor and is not structured as a multi-state adviser or a capital allocator. Fee arrangements include a mix of percentage-of-AUM billing plus hourly and fixed-fee engagements, indicating flexibility to serve both ongoing advisory relationships and project-based planning clients. The firm's service set and ownership structure point to a boutique practice focused on direct client relationships rather than institutional mandates.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Youngsville, LA
Lafayette
Location
Youngsville, LA
Headquartered in Youngsville, LA, anchoring the Lafayette-Opelousas-Morgan City, LA metro in the South.
- Metro area
- Lafayette-Opelousas-Morgan City, LA
- Region
- South
- County
- Lafayette
- Address
- 511 Shore Dr
- Time zone
- CT (UTC-6)
- Office locations
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