user avatar

Neal Hebert

Advisor at Van Clemens Wealth Management, LLC

Updated today

Location

Breaux Bridge, LA

Credentials

CFP®, Series 63, Series 65, Series 66

Industry experience

12 years

About

Neal Hebert is a CFP® with 12 years of experience in the financial industry. He currently works at Van Clemens Wealth Management, LLC and has held previous roles at firms including LPL Financial and Securities America. Outside of financial advising, he is involved with Body Symmetry, L.L.C., a non-investment related business. Van Clemens Wealth Management, LLC serves individuals, trusts, estates, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm offers customized investment strategies utilizing both in-house and third-party managers, blending modern portfolio theory with fundamental and technical analysis.

Client services

Based on Van Clemens Wealth Management, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Van Clemens Wealth Management, LLC

Annuities Private / alternative investments Options & derivatives strategies Business ownership considerations Retirement income strategy

Occupation focus

Based on Van Clemens Wealth Management, LLC

Founder/Business Owner Executive Retired

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Fee options

Fixed

Fixed fees for financial planning services ($0 to $20,000); flat or fixed fees for retirement plan consulting up to $10,000

Percentage

$0+: Up to 2% annually, negotiable; flat or tiered fees possible $0+: RBC wrap fees from 0.10% to 0.45% depending on account size $0+: Orion TPM fee: 0.15% wrap fee plus model strategist fees $0+: Vise TPM fee embedded in advisory fee; Vise long-short model with total fees up to 3%

Commissions

Commissions earned from sale of securities and insurance products through affiliated broker-dealer and insurance agency

Project-based
Subscriptions

Ongoing monthly planning services fees between $100 and $1,000 billed in advance

Other

Minimum fee: Retirement Plan Consulting Services minimum annual fee up to $2,500 Fee-only: Fixed financial planning fees ranging from $0 to $20,000; ongoing monthly planning fees from $100 to $1,000 per month

Location

Breaux Bridge, LA

Most active in

Louisiana

Work history

Van Clemens Insurance Associates, LLC

2026 - Present (1 year)

Van Clemens Wealth Management, LLC

2026 - Present (1 year)

Van Clemens & Co. Inc.

2026 - Present (1 year)

LPL Financial

2024 - 2026 (2 years)

Gulf Coast Bank

2024 - 2026 (2 years)

OSAIC

2024 - 2024 (1 year)

OSAIC

2024 - 2024 (1 year)

Securities America, Inc,

2022 - 2024 (2 years)

Securities America Advisors

2022 - 2024 (2 years)

Wealth Solutions LLC

2020 - 2024 (4 years)

Ameritas Investment Corp.

2019 - 2022 (3 years)

PRUCO Securities, LLC

2018 - 2019 (1 year)

Spire Investment Partners

2017 - 2018 (1 year)

Mass Mutual

2016 - 2017 (1 year)

ProEquities Inc

2016 - 2016 (1 year)

Hebert Manufacturing Inc

2008 - 2016 (8 years)

Disclosures

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

Business activities & affiliations

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