WS
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
691 clients
Average Client Portfolio
$502K average
Assets Under Management
$346.6M
Fee Structure
Hourly Rate:$500/hr
Advisory fees are negotiable and may be asset-based (ranging from 0-3% annually) or fixed fees, varying by client based on complexity, assets managed, and the overall relationship. Fees are deducted from your account by the custodian. Financial planning is charged hourly ($500/hour), fixed, or ongoing, billed in advance. ERISA plan fees shall not exceed 1%.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
6700 Jefferson Hwy., Building 4, Suite B, Baton Rouge, LA, 70806
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2011Denied
Other Business ActivitiesSells Insurance
William owns rental real estate and dedicates minimal time to it. He also engages in non-variable insurance activities and provides investment advisory services through Hibernia Wealth Partners, spending a few hours per week on each.
Employment History
Current Registrations
Hibernia Wealth Partners, LLC
February 2024 - Present · 1 yr 11 mos
LPL Financial LLC Broker
November 2019 - Present · 6 yrs 2 mos
Previous Registrations
LPL Financial LLC
November 2019 - April 2024 · 4 yrs 5 mos
First Allied Advisory Services, INC.
July 2012 - January 2020 · 7 yrs 6 mos
First Allied Securities, INC.Broker
April 2008 - November 2019 · 11 yrs 7 mos
First Allied Securities, INC.
April 2008 - July 2012 · 4 yrs 3 mos
H&r Block Financial Advisors, INC.
June 2003 - April 2008 · 4 yrs 10 mos
H&r Block Financial Advisors, INC.Broker
December 2002 - April 2008 · 5 yrs 4 mos
Prudential Securities Incorporated
December 1999 - December 2002 · 3 yrs
Prudential Securities IncorporatedBroker
December 1999 - December 2002 · 3 yrs
State Registrations19 states
AKARCAFLGAIAILMDMONCNDNJNYOKORPAPRTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.