RK
RK

Robert Kestyn

6 Years of Experience
Broker

Robert Kestyn is a registered investment advisor at Hibernia Wealth Partners, LLC, based in Baton Rouge, LA, with 6 years of industry experience. Robert 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
653 clients
Average Client Portfolio
$571K average
Assets Under Management
$372.5M

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.

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Location

6700 Jefferson Hwy., Building 4, Suite B, Baton Rouge, LA, 70806

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History

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

Robert operates Hibernia Wealth Management as a DBA for his LPL business, dedicating full-time hours to it. He also owns rental real estate, spending about 10-20% of his time on this activity.

Employment History
Current Registrations
Hibernia Wealth Partners, LLC
July 2022 - Present · 3 yrs 9 mos
LPL Financial LLCBroker
September 2021 - Present · 4 yrs 7 mos
Previous Registrations
Stratos Wealth Partners, LTD
September 2021 - August 2022 · 11 mos
Edward Jones
September 2019 - September 2021 · 2 yrs
Edward JonesBroker
September 2019 - September 2021 · 2 yrs
State Registrations3 states
LAMOTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Robert Kestyn - Financial Advisor | TrueAdvisor