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Find Retirement Advisors for Retirement Planning in Baton Rouge, Louisiana

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 11, 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

VERIFIED

Olivier Group
CFP^®

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

Minimum Assets Required
Not Specified

Address

4609 Bluebonnet Blvd.,
Suite A,
Baton Rouge, LA 70809 See Details

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 Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628	$3,964,828,037	10	38	A percentage of AUM, Performance Based
2	9270 Siegen Lane, Suite 202 Baton Rouge, LA, 70810	$400,117,820	571	7	A percentage of AUM, Fixed fees
3	301 Main Street, Ste. 1502, Baton Rouge, LA, 70801	$298,809,287	490	5	A percentage of AUM, Fixed fees
4	6713 Perkins Road, Baton Rouge, LA, 70808	$289,717,637	708	4	A percentage of AUM, Hourly charges, Fixed fees
5	6700 Jefferson Hwy., Building 4, Suite B Baton Rouge, LA, 70806	$289,034,883	1074	12	A percentage of AUM, Hourly charges, Fixed fees
6	4870 Bluebonnet Blvd., Suite B Baton Rouge, LA, 70809	$195,496,218	306	6	A percentage of AUM, Commission Based, Performance Based, Other (FEES FOR TAX PREPARATION)
7	8440 Jefferson Hwy, Suite 401 Baton Rouge, LA, 70809	$176,029,115	300	4	A percentage of AUM
8	4463 Bluebonnet Boulevard, Suite B Baton Rouge, LA, 70809	$149,487,835	1061	7	A percentage of AUM, Hourly charges, Fixed fees
9	8048 One Calais Ave, Suite D Baton Rouge, LA, 70809	$101,861,032	440	3	A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (NEGOTIABLE FEES)

Information on Top Retirement Planning firms in Baton Rouge, Louisiana

BERNHARD CAPITAL PARTNERS MANAGEMENT, LP

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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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ABEL HALL, LLC

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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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DENT WEALTH 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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EVANS INVESTMENT ADVISORS, L.L.C.

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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

View Full Profile

HIBERNIA WEALTH PARTNERS, LLC

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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

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ADVISOR.INVESTMENTS

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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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ASEMPA WEALTH ADVISORS

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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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BRIAN LOW FINANCIAL GROUP, LLC

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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

HARGER AND COMPANY, INC.

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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

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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