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

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

John operates his LPL business under the DBA Hibernia Wealth Partners and is an Investment Advisor Representative (IAR) through Hibernia Wealth Partners, LLC. These investment-related activities take nearly all of John's time.

Employment History
Current Registrations
Hibernia Wealth Partners, LLC
August 2024 - Present · 1 yr 5 mos
LPL Financial LLC Broker
July 2024 - Present · 1 yr 6 mos
Previous Registrations
Ameriprise Financial Services, LLC
March 2024 - July 2024 · 4 mos
Ameriprise Financial Services, LLC Broker
November 2023 - July 2024 · 8 mos
State Registrations2 states
LATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.