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Hibernia Wealth Partners, LLC

Updated today

Client assets under management

$351,644,387

Clients

623

37% high-net worth

Advisors

7

of 10 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

89

High

Average account size

$564,437

About

Hibernia Wealth Partners, LLC is an SEC‑registered investment adviser that manages roughly $372.5 million in discretionary and non‑discretionary client assets for individuals (including high‑net‑worth clients), trusts, retirement plans, and other institutional investors. The firm provides portfolio management, financial planning and consulting, ERISA plan services, sponsors a wrap‑fee program, and arranges third‑party manager relationships.

Investment strategies are tailored to each client’s goals, time horizon, and risk tolerance and may incorporate fundamental, technical, quantitative analyses and modern portfolio theory; HWP also evaluates and monitors third‑party managers and serves as a liaison to TPMs. For retirement plan sponsors the firm offers limited‑scope ERISA 3(21) fiduciary services and uses custodian and platform tools (including a held‑away account connection platform) to implement and rebalance allocations.

Compared with many peers, HWP’s brochure discloses several less common features: several investment adviser representatives are dually registered as broker‑dealer registered representatives with LPL Financial, some are licensed insurance agents, and the firm sponsors a wrap fee program. The brochure also notes the use of derivatives and options strategies (including leveraged and inverse products) in managed accounts and the receipt of referral/transition‑related compensation from third parties, items that create potential conflicts the firm discloses and monitors.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Fixed fees for financial planning and consulting vary depending on complexity; billed 50% in advance and balance upon delivery.

Commissions

Certain IARs may earn commissions as registered representatives of LPL Financial for brokerage transactions separate from advisory fees.

Project-based

$500 per hour for financial planning and consulting services.

Subscriptions

Ongoing financial planning and consulting fees charged annually, billed monthly or quarterly in advance.

Main office location

Hibernia Wealth Partners, LLC

6700 Jefferson Hwy., Building 4, Suite B

Baton Rouge LA 70806, United States

Number of offices

4

Most active in

Alabama · Arizona · California · Colorado · Connecticut · Florida · Georgia · Louisiana · Maryland · Mississippi · New Hampshire · Oregon · 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

William S

Series 63, Series 65

Dallas, TX

Hibernia Wealth Partners, LLC

William Saplicki is a financial advisor with Hibernia Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at LPL Financial, First Allied Advisory Services, and LS Wealth Strategies. Hibernia Wealth Partners, LLC is an SEC-registered investment adviser managing approximately $372.5 million in client assets, serving individuals, trusts, retirement plans, and institutional investors. The firm offers customized portfolio management, financial planning, ERISA plan services, and third-party manager oversight, employing a range of investment strategies tailored to client objectives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Jonathan S

Series 63, Series 66

Baton Rouge, LA

Hibernia Wealth Partners, LLC

Jonathan Smith is a financial advisor with Hibernia Wealth Partners, LLC in Baton Rouge, LA, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has previously worked with LPL Financial and Stratos Wealth Partners. Outside of his advisory role, he is involved in managing his own investment entity, JFS Investments L.L.C. Hibernia Wealth Partners manages approximately $372.5 million in client assets, serving individuals, trusts, retirement plans, and institutional investors. The firm offers portfolio management, financial planning, ERISA plan services, and utilizes a range of investment strategies tailored to client goals, including fundamental, technical, and quantitative analyses.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Taylor W

Series 66

Harvest, AL

Hibernia Wealth Partners, LLC

Taylor West is a financial advisor at Hibernia Wealth Partners, LLC with eight years of industry experience. He holds the Series 66 designation and has worked with firms including Edward Jones and LPL Financial. West is based in Harvest, Alabama. Hibernia Wealth Partners, LLC is an SEC-registered investment adviser managing approximately $372.5 million in client assets, serving individuals, trusts, retirement plans, and institutional investors. The firm offers portfolio management, financial planning, ERISA plan services, and sponsors a wrap-fee program, employing tailored investment strategies that incorporate fundamental, technical, and quantitative analyses as well as modern portfolio theory.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Billy M

Series 63, Series 65

Baton Rouge, LA

Hibernia Wealth Partners, LLC

Billy Mitchell is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Stratos Wealth Partners and affiliated LPL Financial since 2016. Outside of his advisory role, he is a co-owner of two local businesses, B&P Operations, LLC and AB Food Mart, LLC. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and multi-custodian asset allocation.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Robert K

Series 66

Baton Rouge, LA

Hibernia Wealth Partners, LLC

Robert Kestyn is a financial advisor at Hibernia Wealth Partners, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, Stratos Wealth Partners, and Edward Jones. Outside of his advisory role, he was involved in a cosmetics business prior to entering the financial industry. Hibernia Wealth Partners, LLC is an SEC-registered investment adviser managing approximately $372.5 million in client assets. The firm serves individuals, trusts, retirement plans, and institutional investors with customized investment strategies and comprehensive financial planning services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Paul S

Series 63, Series 65

Baton Rouge, LA

Hibernia Wealth Partners, LLC

Paul Saltaformaggio is a financial advisor with Hibernia Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at LPL Financial LLC since 2016 and was previously with Stratos Wealth Partners from 2016 to 2022. Outside of his advisory role, he serves as a church cantor at Our Lady of Mercy Catholic Church. Hibernia Wealth Partners, LLC is an SEC-registered investment adviser managing approximately $372.5 million in client assets for individuals, trusts, retirement plans, and institutional investors. The firm offers tailored portfolio management, financial planning, ERISA plan services, and third-party manager relationships, employing a variety of investment strategies including fundamental, technical, and quantitative analyses.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

John W

Series 66

Baton Rouge, LA

Hibernia Wealth Partners, LLC

John Webb is a financial advisor at Hibernia Wealth Partners, LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services, LPL Financial LLC, and Hibernia Wealth Partners since 2022. Outside of finance, he has experience in the hospitality industry, including working at Zea Rotisserie and Bar. Hibernia Wealth Partners, LLC is an SEC-registered investment adviser managing approximately $372.5 million in client assets for individuals, trusts, retirement plans, and institutional investors. The firm offers tailored portfolio management, financial planning, ERISA plan services, and sponsors a wrap-fee program, incorporating diverse investment strategies and oversight of third-party managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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