Bayou Financial Planning, Llc
- Regulatory AUM
- $33.9M
- Discretionary
- $33.9M
- Clients
- 144
- Avg AUM / client
- $236K
- Accounts
- 205
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 134 | $19.5M | 57.5% |
| High net worth individuals | 10 | $14.3M | 42.2% |
| Corporations and other businesses | Fewer than 5 clients | $123K | 0.36% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Unity House Of Troy, Inc. 403 B Dc Plan And Tda Plan Unity House Of Troy, Inc. | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Melissa Jo Myers | Registered representative | CFP | Sep 2024 (2y) | |
| Holleigh J Urbanik | Registered representative | Sep 2024 (2y) | ||
| Brenda Louise Bridges | Registered representative | Feb 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Unity House Of Troy, Inc. 403 B Dc Plan And Tda Plan | Unity House Of Troy, Inc. | 253 | $26.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/29/2026 | 1.16 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- LPL Financial $33.9M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 29, 2026.
View current Form ADV (SEC/IAPD) ↗