Brian Low Financial Group, LLC logo

Brian Low Financial Group, LLC

Updated today

Client assets under management

$239,345,026

Clients

874

5% high-net worth

Advisors

3

of 8 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

291

Very High

Average account size

$273,850

About

Brian Low Financial Group, LLC provides investment management, retirement‑focused financial planning, and consulting primarily to individual and high‑net‑worth clients. The firm offers both discretionary and non‑discretionary portfolio management, access to third‑party money managers, and a wrap fee program for clients who prefer bundled execution, custody and reporting services.

Its investment process emphasizes income generation for retirement through asset allocation, diversification, mutual fund and ETF selection, and a mix of fundamental and technical analysis, with an emphasis on disciplined rebalancing rather than market timing. BLFG conducts periodic portfolio reviews (at least quarterly), may utilize sub‑advisors for specific mandates, and relies on technology platforms for reporting, billing and account administration.

The firm manages roughly $239 million for about 874 clients, resulting in an unusually high client‑per‑advisor ratio compared with many peers, which suggests a practice oriented toward serving many relationships per advisor. BLFG is also a wrap program sponsor and its investment adviser representatives are licensed insurance agents affiliated with an insurance agency—activities the brochure discloses as sources of additional compensation and conflicts that the firm says it addresses through policies and disclosures.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Income planning College savings (529s, UTMA, etc.) Wealth management

Fee options

Percentage

$0 - $999,999: 1.25% annually $1 million - $1.99 million: 1.00% annually $2 million - $2.99 million: 0.90% annually $3 million+: 0.75% annually

Project-based

$100 per hour for Consulting Services

Main office location

Brian Low Financial Group, LLC

4463 Bluebonnet Boulevard, Suite B

Baton Rouge LA 70809, United States

Number of offices

3

Most active in

Alaska · Colorado · Louisiana · Mississippi · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Gail H

CFP®, Series 63, Series 66

Baton Rouge, LA

Brian Low Financial Group, LLC

Gail Hoffman Jackson is a CFP® with 31 years of experience in the financial industry. She is currently with Brian Low Financial Group, LLC, where she has worked since 2023. Prior to that, she spent eight years at Morgan Stanley. Brian Low Financial Group serves individual and high-net-worth clients, focusing on retirement investing and income generation through investment management, financial planning, and consulting services. The firm employs a goal-based process and uses a combination of equities, mutual funds, ETFs, debt securities, third-party money managers, and technology to manage a broad client base.

Retirement income strategy General retirement planning Income planning College savings (529s, UTMA, etc.) Wealth management
user avatar

Noah M

Series 65

Baton Rouge, LA

Brian Low Financial Group, LLC

Noah Mc Michael is a financial advisor at Brian Low Financial Group, LLC in Baton Rouge, LA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Cetera Advisor Networks, Carson Wealth, and Northwestern Mutual. Brian Low Financial Group serves individual and high-net-worth clients with a focus on retirement investing and income generation, offering investment management, financial planning, and consulting services. The firm employs a goal-based process and uses a combination of equities, mutual funds, ETFs, debt securities, and third-party money managers to manage a diverse client base.

Retirement income strategy General retirement planning Income planning College savings (529s, UTMA, etc.) Wealth management
user avatar

Brian L

Series 63, Series 65

Baton Rouge, LA

Brian Low Financial Group, LLC

Brian Low is the owner of Brian Low Financial Group, LLC in Baton Rouge, LA, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Madison Avenue Securities, LLC and Broker Dealer Financial Services Corp. outside of his advisory role, he is involved in marketing events and seminars through his ownership of Low Marketing and holds a silent partnership in a Smoothie King franchise. Brian Low Financial Group serves individual and high-net-worth clients, focusing on retirement investing and income generation through investment management, financial planning, and consulting services. The firm uses a goal-based process and employs equities, mutual funds, ETFs, and debt securities, while also utilizing third-party money managers and technology platforms to support a high client-to-advisor ratio.

Retirement income strategy General retirement planning Income planning College savings (529s, UTMA, etc.) Wealth management
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