Lafargue Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,581,700
Total clients
159
0% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
80
Average account size
$66,552
About
The firm primarily serves individual retail clients rather than high-net-worth households and offers investment advisory services including portfolio management and broader financial planning. Its representatives are also licensed insurance agents and can offer life insurance and annuity products, which may be sold on a commission basis.
The firm typically charges percentage-of-assets fees and provides customized portfolio recommendations subject to its written supervisory procedures. It maintains a dedicated special-needs planning practice that provides life-mapping and individualized plans for families with members who have medical, physical, or developmental needs.
Operating with a small advisory team and roughly $10.6 million in assets under management across about 159 client relationships, the firm appears focused on non-HNW households and smaller account sizes. The firm discloses the potential conflict created by dual insurance and advisory roles and reports mitigation through systematic reviews and oversight by its compliance function.
Client services
Expertise
Fee options
Commissions on life insurance and annuity products sold by Ms. Najar, an insurance agent.
Main office location
Lafargue Financial Group, Inc.
Bentonville AR, United States
Number of offices
2
Most active in
Arkansas · Oklahoma
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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