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Find Retirement Advisors for Retirement Planning in Baton Rouge, Louisiana

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Baton Rouge, Louisiana

Last Updated - April 24, 2025

Baton Rouge has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 9 non-vetted advisors in your local area. These retirement advisors in Baton Rouge, Louisiana have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in Baton Rouge, Louisiana

advisor
vector.svg VERIFIED

Olivier Group
CFP®

Qualifications
Firm CRD# 13572
Series 7, 24, 31, 52, 63

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

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Top 9 Retirement Planning firms in Baton Rouge, Louisiana (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

400 Convention Street, Suite 1010
Baton Rouge, LA, 70802-5628
$3,964,828,0371038
A percentage of AUM, Performance Based
2

9270 Siegen Lane, Suite 202
Baton Rouge, LA, 70810
$400,117,8205717
A percentage of AUM, Fixed fees
3

301 Main Street, Ste. 1502,
Baton Rouge, LA, 70801
$298,809,2874905
A percentage of AUM, Fixed fees
4

6713 Perkins Road,
Baton Rouge, LA, 70808
$289,717,6377084
A percentage of AUM, Hourly charges, Fixed fees
5

6700 Jefferson Hwy., Building 4, Suite B
Baton Rouge, LA, 70806
$289,034,883107412
A percentage of AUM, Hourly charges, Fixed fees
6

4870 Bluebonnet Blvd., Suite B
Baton Rouge, LA, 70809
$195,496,2183066
A percentage of AUM, Commission Based, Performance Based, Other (FEES FOR TAX PREPARATION)
7

8440 Jefferson Hwy, Suite 401
Baton Rouge, LA, 70809
$176,029,1153004
A percentage of AUM
8

4463 Bluebonnet Boulevard, Suite B
Baton Rouge, LA, 70809
$149,487,83510617
A percentage of AUM, Hourly charges, Fixed fees
9

8048 One Calais Ave, Suite D
Baton Rouge, LA, 70809
$101,861,0324403
A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (NEGOTIABLE FEES)

Information on Top Retirement Planning firms in Baton Rouge, Louisiana

QualificationsFirm CRD# 168155

Assets Under Management $3,964,828,037

No. Of Clients10

Clients Per Financial Advisor0

BERNHARD CAPITAL PARTNERS MANAGEMENT, LP is a financial advisory firm situated in Baton Rouge, Louisiana. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 38 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 302076

Assets Under Management $400,117,820

No. Of Clients571

Clients Per Financial Advisor82

ABEL HALL, LLC is a financial advisory firm situated in Baton Rouge, Louisiana. With a nearly $400M assets under management, the firm specializes in crafting personalized retirement planning solutions for 571 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 151943

Assets Under Management $298,809,287

No. Of Clients490

Clients Per Financial Advisor98

DENT WEALTH ADVISORS is a financial advisory firm situated in Baton Rouge, Louisiana. With a nearly $299M assets under management, the firm specializes in crafting personalized retirement planning solutions for 490 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals and newsletters
  • Education seminars/workshops
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QualificationsFirm CRD# 147000

Assets Under Management $289,717,637

No. Of Clients708

Clients Per Financial Advisor177

EVANS INVESTMENT ADVISORS, L.L.C. is a financial advisory firm situated in Baton Rouge, Louisiana. With a nearly $290M assets under management, the firm specializes in crafting personalized retirement planning solutions for 708 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
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QualificationsFirm CRD# 319509

Assets Under Management $289,034,883

No. Of Clients1074

Clients Per Financial Advisor90

HIBERNIA WEALTH PARTNERS, LLC is a financial advisory firm situated in Baton Rouge, Louisiana. With a nearly $289M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1074 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
View Full Profile

QualificationsFirm CRD# 142202

Assets Under Management $195,496,218

No. Of Clients306

Clients Per Financial Advisor51

ADVISOR.INVESTMENTS is a financial advisory firm situated in Baton Rouge, Louisiana. With a nearly $195M assets under management, the firm specializes in crafting personalized retirement planning solutions for 306 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Commission Based
  • Performance Based
  • Other (FEES FOR TAX PREPARATION)

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals and newsletters
  • Education seminars/workshops
  • Other (EDUCATIONAL VIDEOS/ WEBINARS)
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QualificationsFirm CRD# 328609

Assets Under Management $176,029,115

No. Of Clients300

Clients Per Financial Advisor75

ASEMPA WEALTH ADVISORS is a financial advisory firm situated in Baton Rouge, Louisiana. With a nearly $176M assets under management, the firm specializes in crafting personalized retirement planning solutions for 300 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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QualificationsFirm CRD# 306346

Assets Under Management $149,487,835

No. Of Clients1061

Clients Per Financial Advisor152

BRIAN LOW FINANCIAL GROUP, LLC is a financial advisory firm situated in Baton Rouge, Louisiana. With a nearly $149M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1061 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 10385

Assets Under Management $101,861,032

No. Of Clients440

Clients Per Financial Advisor147

HARGER AND COMPANY, INC. is a financial advisory firm situated in Baton Rouge, Louisiana. With a nearly $102M assets under management, the firm specializes in crafting personalized retirement planning solutions for 440 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Commission Based
  • Other (NEGOTIABLE FEES)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
  • Education seminars/workshops
View Full Profile

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