John Webb is a registered investment advisor at Hibernia Wealth Partners, LLC, based in Baton Rouge, LA, with 2 years of industry experience. John 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.

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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 8 mos
LPL Financial LLCBroker
July 2024 - Present · 1 yr 9 mos
Previous Registrations
Ameriprise Financial Services, LLC
March 2024 - July 2024 · 4 mos
Ameriprise Financial Services, LLCBroker
November 2023 - July 2024 · 8 mos
State Registrations2 states
LATX
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.