Advisor at Gradient Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Houma, LA 70360
Credentials
Series 63, Series 65
Industry experience
8 years
David Tauzin is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at Gradient Advisors since 2019 and previously operated Tauzin Wealth Management LLC and Tauzin Retirement Solutions. Tauzin is also a chapter instructor for the nonprofit SOFA–Society of Financial Awareness. Gradient Advisors provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm supports a network of 169 advisors and employs a variety of analytical tools to tailor strategies, typically offering non-discretionary portfolio services and financial planning on fixed-fee or hourly terms.
Based on Gradient Advisors, LLC
Minimum fee: Financial planning fees range from $300 up to more than $2,000, negotiable based on complexity and advisor experience. Fee-only: Fixed fees for financial planning and consulting services, negotiable between $300 and over $2,000, possibly recurring (e.g., quarterly).
1340 W. Tunnel Blvd, Suite 560
Houma, LA 70360
Louisiana · Texas
Gradient Advisors LLC
2019 - Present (7 years)
Tauzin Wealth Management Llc
2017 - Present (9 years)
Change Path LLC
2017 - 2019 (2 years)
Tauzin Retirement Solutions
2010 - 2017 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Houma, LA
Hassell Wealth Management
Mary Lucy Bergeron is a CFP® and Series 65-licensed advisor with two years of industry experience. She currently works at Hassell Wealth Management and has prior experience at Carr Riggs & Ingram, OneDigital Investment Advisers, and Kansas State University of Financial Services. Hassell Wealth Management serves individuals, families, businesses, and retirement plans by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm manages approximately $348.6 million in discretionary assets for around 400 clients, employing a globally diversified investment approach grounded in modern portfolio theory.
ChFC®, Series 63
Houma, LA
Hassell Wealth Management
John Hassell is a financial advisor at Hassell Wealth Management with 42 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at LPL Financial LLC from 2005 to 2018 before joining his current firm in 2018. Outside of his advisory role, he is the owner of Hassell Family Enterprises, which operates a bed and breakfast in Gray, Louisiana. Hassell Wealth Management serves individuals, families, businesses, and retirement plans, offering discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a modern portfolio theory-based investment approach, building globally diversified portfolios tailored to each client’s risk profile and circumstances.
CFP®
Houma, LA
Hassell Wealth Management
Stephen Hassell is a CFP® professional with nine years of industry experience. He has worked at Hassell Wealth Management since 2018 and previously spent ten years at LPL Financial, llc. Hassell also has a 20-year tenure associated with Hassell Wealth Management, LLC. Hassell Wealth Management serves individuals, families, businesses, and retirement plans, offering discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a modern portfolio theory approach to build globally diversified portfolios and manages accounts on a discretionary basis for approximately 400 clients.
CFP®, Series 63
Houma, LA
Hassell Wealth Management
Alexandra Hassell is a CFP® with 12 years of industry experience, currently serving at Hassell Wealth Management since 2018. Prior to this, she worked at LPL Financial, LLC from 2013 to 2018. Hassell Wealth Management serves individuals, families, businesses, and retirement plans, providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm manages approximately $348.6 million in discretionary assets for around 400 clients, employing a globally diversified investment approach based on modern portfolio theory and fundamental analysis.
CFP®, Series 63, Series 65
Houma, LA
Hassell Wealth Management
Katherine Hebert is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Hassell Wealth Management since 2020. Her prior experience includes roles at Hancock/Whitney Bank and Hancock/Whitney Investment Services, Inc., as well as positions at Foresters Financial Services and LPL Financial. Hassell Wealth Management serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm applies modern portfolio theory to build globally diversified portfolios tailored to each client’s risk profile and objectives.
Series 65
Houma, LA
Ash Matson Wealth Partners, Inc.
Ralph Bourgeois is a financial advisor with Ash Matson Wealth Partners, Inc., holding a Series 65 credential and 20 years of industry experience. He has previously worked with Prime Investment Partners, LLC and Allocated Alliances, LLC. Outside of his advisory career, Ralph Bourgeois is also a practicing medical doctor in Houma, Louisiana. Ash Matson Wealth Partners provides investment advisory services to individuals and various institutional clients, focusing on individualized asset-allocation analysis and recommending third-party investment advisers. The firm acts primarily as an adviser and referral source without discretionary trading authority or custody of client assets.
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