Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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 you 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 registrations check. 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 21, 2024Baton Rouge has 2 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 18 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Baton Rouge, Louisiana
VERIFIEDBrian Low
CSA®
Brian Low Financial Group
Qualifications
CRD# 3097163
Series 6, 7, 65
Minimum Assets Required
$50,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDOlivier 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
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 | BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628 | $3,431,505,745 | 10 | 34 | A Percentage of AUM, Performance Based |
| 2 | DENT WEALTH ADVISORS 301 Main Street, Ste. 1502, Baton Rouge, LA, 70801 | $386,621,299 | 759 | 4 | A Percentage of AUM |
| 3 | ABEL HALL, LLC 9270 Siegen Lane, Suite 202 Baton Rouge, LA, 70810 | $285,835,092 | 496 | 5 | A Percentage of AUM, Fixed Fees |
| 4 | EVANS INVESTMENT ADVISORS, L.L.C. 6713 Perkins Road, Baton Rouge, LA, 70808 | $240,424,119 | 658 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | HIBERNIA WEALTH PARTNERS, LLC 6700 Jefferson Hwy., Building 4, Suite B Baton Rouge, LA, 70806 | $219,194,262 | 864 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | ADVISOR.INVESTMENTS 4870 Bluebonnet Blvd., Suite B Baton Rouge, LA, 70809 | $179,117,635 | 363 | 5 | A Percentage of AUM, Commission Based, Performance Based, Other (FEES FOR TAX PREPARATION) |
| 7 | BRIAN LOW FINANCIAL GROUP, LLC 4463 Bluebonnet Boulevard, Suite B Baton Rouge, LA, 70809 | $125,621,939 | 1174 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | JCN FINANCIAL & TAX ADVISORY GROUP, LLC 18212 E. Petroleum Drive, Building 3, Suite A Baton Rouge, LA, 70809 | $83,247,087 | 617 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | ASEMPA WEALTH ADVISORS 8440 Jefferson Hwy, Baton Rouge, LA, 70809 | $0 | 0 | 2 | A Percentage of AUM |
Information on Top Retirement Planning firms in Baton Rouge, Louisiana
QualificationsFirm CRD# 168155
Assets Under Management $3,431,505,745
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 $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 34 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
QualificationsFirm CRD# 151943
Assets Under Management $386,621,299
No. Of Clients759
Clients Per Financial Advisor190
DENT WEALTH ADVISORS is a financial advisory firm situated in Baton Rouge, Louisiana. With a nearly $387M assets under management, the firm specializes in crafting personalized retirement planning solutions for 759 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
- Portfolio Management for Individuals
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 302076
Assets Under Management $285,835,092
No. Of Clients496
Clients Per Financial Advisor99
ABEL HALL, LLC is a financial advisory firm situated in Baton Rouge, Louisiana. With a nearly $286M assets under management, the firm specializes in crafting personalized retirement planning solutions for 496 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
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 147000
Assets Under Management $240,424,119
No. Of Clients658
Clients Per Financial Advisor165
EVANS INVESTMENT ADVISORS, L.L.C. is a financial advisory firm situated in Baton Rouge, Louisiana. With a nearly $240M assets under management, the firm specializes in crafting personalized retirement planning solutions for 658 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
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 319509
Assets Under Management $219,194,262
No. Of Clients864
Clients Per Financial Advisor79
HIBERNIA WEALTH PARTNERS, LLC is a financial advisory firm situated in Baton Rouge, Louisiana. With a nearly $219M assets under management, the firm specializes in crafting personalized retirement planning solutions for 864 clients. The team consists of 11 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
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 142202
Assets Under Management $179,117,635
No. Of Clients363
Clients Per Financial Advisor73
ADVISOR.INVESTMENTS is a financial advisory firm situated in Baton Rouge, Louisiana. With a nearly $179M assets under management, the firm specializes in crafting personalized retirement planning solutions for 363 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
- Commission Based
- Performance Based
- Other (FEES FOR TAX PREPARATION)
Financial Planning Services
- Portfolio Management for Individuals
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 306346
Assets Under Management $125,621,939
No. Of Clients1174
Clients Per Financial Advisor168
BRIAN LOW FINANCIAL GROUP, LLC is a financial advisory firm situated in Baton Rouge, Louisiana. With a nearly $126M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1174 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
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 174358
Assets Under Management $83,247,087
No. Of Clients617
Clients Per Financial Advisor56
JCN FINANCIAL & TAX ADVISORY GROUP, LLC is a financial advisory firm situated in Baton Rouge, Louisiana. With a nearly $83M assets under management, the firm specializes in crafting personalized retirement planning solutions for 617 clients. The team consists of 11 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
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 328609
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
ASEMPA WEALTH ADVISORS is a financial advisory firm situated in Baton Rouge, Louisiana. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Individuals
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.