William Saplicki
William Saplicki is a registered investment advisor at Hibernia Wealth Partners, LLC, based in Baton Rouge, LA, with 26 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 653 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hibernia Wealth Partners offers investment management services where fees are negotiable and can be either asset-based or fixed. Asset-based fees range from 0% to 3% annually, depending on factors like the complexity of services, the amount of assets managed, and the client relationship. Fees are deducted directly from your account by the custodian. Clients using third-party managers will pay fees as outlined in their agreement with the third-party manager.
Location
6700 Jefferson Hwy., Building 4, Suite B, Baton Rouge, LA, 70806
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2011Other 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
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
First Allied Securities, INC.
H&r Block Financial Advisors, INC.
H&r Block Financial Advisors, INC.Broker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.