Fee-OnlyFinder

Advisers in Baton Rouge, LA

17 advisers in Baton Rouge — 17 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (11)Hourly fees (6)Flat / fixed fees (10)Retirement plan consulting (7)

All advisers

3rd Street Capital Management L.L.C.251 Florida Street, Suite 407 · Baton Rouge, LA 70801 · (225) 385-7800 · % of assets managedCRD 165950 · % of assets, Other · $56.0 million AUMState registeredNo commissions reportedAbel Hall, LLC9270 Siegen Lane, Suite 202 · Baton Rouge, LA 70810 · (225) 408-4000 · Financial planningCRD 302076 · % of assets, Fixed fees · $819.1 million AUMSEC registeredNo commissions reportedAsempa Wealth Advisors8440 Jefferson Hwy, Suite 401 · Baton Rouge, LA 70809 · (225) 529-9329 · Financial planningCRD 328609 · % of assets · $246.0 million AUMSEC registeredNo commissions reportedBf/anderson2237 South Acadian Thruway, Suite 605 · Baton Rouge, LA 70808 · (225) 926-8050 · % of assets managedCRD 109050 · % of assets, Other · $62.6 million AUMState registeredNo commissions reportedBrian Low Financial Group, LLC4463 Bluebonnet Boulevard, Suite B · Baton Rouge, LA 70809 · (225) 292-4225 · Financial planningCRD 306346 · % of assets, Hourly charges, Fixed fees · $239.3 million AUMSEC registeredNo commissions reportedCapital South Wealth Management, LLC6513 Perkins Road, Suite 106 · Baton Rouge, LA 70808 · (225) 709-0703 · Financial planningCRD 304838 · % of assets, Fixed fees · $113.3 million AUMState registeredNo commissions reportedClear Net Worth, L.L.C.16850 Waterleaf Ave · Baton Rouge, LA 70817 · (225) 572-5546 · % of assets managedCRD 154555 · % of assets · $24.3 million AUMState registeredNo commissions reportedEvans Investment Advisors, L.L.C.6713 Perkins Road · Baton Rouge, LA 70808 · (225) 761-7870 · Financial planningCRD 147000 · % of assets, Hourly charges, Fixed fees · $390.7 million AUMSEC registeredNo commissions reportedGlobal Planning Stewards LLC8550 United Plaza Blvd, Ste 702 · Baton Rouge, LA 70809 · (225) 936-3263 · Financial planningCRD 286135 · % of assets, Fixed fees · $79.2 million AUMState registeredNo commissions reportedGraf Financial, L.L.C.2161 Quail Run Drive, Suite C · Baton Rouge, LA 70808 · (225) 223-6048 · Financial planningCRD 153441 · % of assets, Hourly charges, Fixed fees · $80.3 million AUMState registeredNo commissions reported
Hibernia Wealth Partners, LLC6700 Jefferson Hwy., Building 4, Suite B · Baton Rouge, LA 70806 · (225) 778-7972 · Financial planningCRD 319509 · % of assets, Hourly charges, Fixed fees · $372.5 million AUMSEC registeredNo commissions reportedHtb Wealth Advisors, LLC2322 Tremont Drive · Baton Rouge, LA 70809 · (225) 928-4770 · % of assets managedCRD 330312 · % of assets · $24.3 million AUMState registeredNo commissions reportedJcn Financial & Tax Advisory Group, LLC18212 E. Petroleum Drive, Building 3, Suite a · Baton Rouge, LA 70809 · (225) 755-0488 · Financial planningCRD 174358 · % of assets, Hourly charges, Fixed fees · $130.5 million AUMSEC registeredNo commissions reportedLegacy Wealth Concepts17461 Jefferson Hwy., Suite B · Baton Rouge, LA 70817 · (225) 766-9506 · Financial planningCRD 117422 · % of assets, Hourly charges, Fixed fees · $64.8 million AUMState registeredNo commissions reportedLogical Investments, LLC3029 S Sherwood Forest Blvd, Suite 232 · Baton Rouge, LA 70816 · (225) 931-2054 · % of assets managedCRD 155428 · % of assets · $45.7 million AUMState registeredNo commissions reportedProgeny Wealth Management LLC4459 Bluebonnet Blvd, Building 1, Ste a · Baton Rouge, LA 70809 · (225) 465-1090 · Financial planningCRD 317458 · % of assets, Fixed fees · $18.9 million AUMState registeredNo commissions reportedTwru Private Wealth Management, LLC527 E. Airport Ave · Baton Rouge, LA 70806 · (225) 926-1050 · % of assets managedCRD 117222 · % of assets · $78.6 million AUMState registeredNo commissions reported
Talking to advisers in Baton Rouge? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.