National Retirement Planning Experts

National Coverage
Local Professionals

HIBERNIA WEALTH PARTNERS, LLC

6700 Jefferson Hwy.
Building 4, Suite B
Baton Rouge, Louisiana 70806
Tel: 225-778-7972

Need a Financial Advisor?
Compare Vetted Advisors

About HIBERNIA WEALTH PARTNERS, LLC

HIBERNIA WEALTH PARTNERS, LLC, formally registered with the SEC as HIBERNIA WEALTH PARTNERS, LLC. The firm was established in 05/05/2022. They have over 4 offices throughout the country.

HIBERNIA WEALTH PARTNERS, LLC is a Baton Rouge, Louisiana based Financial Planning firm with nearly $289,034,883 assets under management, offering retirement planning & investment advisory services to 1074 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#319509
SEC#801-124947
Assets Managed by Firm$289,034,883
No. of Clients1074
No. of Advisors12

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

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

Firm Client Information

No. of ClientsAUM
Firm Total1074$289,034,883
Individuals (other than high net worth individuals)471$82,494,864
High net worth individuals186$197,354,495
Pension and profit sharing plans6$1,773,967
Charitable organizations3$1,305,338
Corporations or other businesses6$3,247,242

More Retirement Planning firms in Baton Rouge, Louisiana:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
NEWEDGE ADVISORS
858 Camp Street
New Orleans, LA, 70130
$18,432,430,82462249570
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP
400 Convention Street, Suite 1010
Baton Rouge, LA, 70802-5628
$3,964,828,0371038
MARITIME PARTNERS, LLC
3838 N. Causeway Blvd., Suite 3335
Metairie, LA, 70002
$2,952,693,844531
TRUWEALTH ADVISORS, LLC
2700 Lake Villa Drive, Suite 200
Metairie, LA, 70002-6785
$2,535,697,292715734
WATERS, PARKERSON & CO., LLC
601 Poydras Street, Suite 2210
New Orleans, LA, 70130-6013
$2,489,088,707185512

Explore More Retirement Advisors in Baton Rouge, Louisiana