Fee-OnlyFinder

Legacy Wealth Concepts

Financial planning in Baton Rouge, LA

State registeredNo commissions reported

Call (225) 766-9506Send a messageMap ↗

Public-record details

Address
17461 Jefferson Hwy., Suite B, Baton Rouge, LA 70817
Phone
(225) 766-9506
Listed under
Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
Legal name
Benedict Wealth Management, LLC
CRD number
117422
Registration
State registered: LA
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges; Fixed fees; Other (Project Fees)
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers
Regulatory assets under management
$64.8 million
Accounts managed
151
Clients reported (Form ADV 5.D)
151
Individual / high-net-worth clients
151 / 0
Employees
2
Other business activities (Form ADV 6.A)
Also active as: registered representative of a broker-dealer, insurance broker or agent
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2025-03-28

State registered (LA) investment adviser, CRD 117422, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Baton Rouge

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 reported

All 17 in Baton Rouge →