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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 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 - May 13, 2024

Baton 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.

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List of Qualified Retirement Planning Advisors in Baton Rouge, Louisiana

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Brian 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

advisor-photo
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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP
400 Convention Street, Suite 1010
Baton Rouge, LA, 70802-5628
$3,431,505,7451034
A Percentage of AUM, Performance Based
2
DENT WEALTH ADVISORS
301 Main Street, Ste. 1502,
Baton Rouge, LA, 70801
$386,621,2997594
A Percentage of AUM
3
ABEL HALL, LLC
9270 Siegen Lane, Suite 202
Baton Rouge, LA, 70810
$285,835,0924965
A Percentage of AUM, Fixed Fees
4
EVANS INVESTMENT ADVISORS, L.L.C.
6713 Perkins Road,
Baton Rouge, LA, 70808
$240,424,1196584
A Percentage of AUM, Hourly charges, Fixed Fees
5
HIBERNIA WEALTH PARTNERS, LLC
6700 Jefferson Hwy., Building 4, Suite B
Baton Rouge, LA, 70806
$219,194,26286411
A Percentage of AUM, Hourly charges, Fixed Fees
6
ADVISOR.INVESTMENTS
4870 Bluebonnet Blvd., Suite B
Baton Rouge, LA, 70809
$179,117,6353635
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
$125,621,93911747
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
$83,247,08761711
A Percentage of AUM, Hourly charges, Fixed Fees
9
ASEMPA WEALTH ADVISORS
8440 Jefferson Hwy,
Baton Rouge, LA, 70809
$002
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
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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
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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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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