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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 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 - January 17, 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	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

BERNHARD CAPITAL PARTNERS MANAGEMENT, LP

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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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DENT WEALTH ADVISORS

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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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ABEL HALL, LLC

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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

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EVANS INVESTMENT ADVISORS, L.L.C.

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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

HIBERNIA WEALTH PARTNERS, LLC

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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

ADVISOR.INVESTMENTS

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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

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BRIAN LOW FINANCIAL GROUP, LLC

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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

JCN FINANCIAL & TAX ADVISORY GROUP, LLC

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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

ASEMPA WEALTH ADVISORS

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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

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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