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Neal James Hebert

Advisor at Van Clemens Wealth Management, LLC — Breaux Bridge, LA

Updated today

Credentials

CFP®, Series 63, Series 65, Series 66

Experience

31 years

Location

Breaux Bridge, LA

Van Clemens Wealth Management, LLC logo

Van Clemens Wealth Management, LLC

Multi-team

Total advisors

41

Across 22 offices

Clients per advisor

15 Very Low

Avg AUM per client

$771,437 Typical

HNW client ratio

32% High

About

Neal Hebert is a CFP® professional with 31 years of experience in the financial services industry. He is currently with Van Clemens Wealth Management, LLC and previously held roles at firms including Gulf Coast Bank, LPL Financial, and Securities America Advisors. Hebert is also involved with Body Symmetry, L.L.C., a non-investment related business. Van Clemens Wealth Management, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, including both non-high-net-worth and high-net-worth individuals. The firm customizes portfolios through discretionary and non-discretionary arrangements, employing methods such as modern portfolio theory and fundamental and technical analysis, and utilizes a range of third-party managers alongside an in-house Growth Opportunities model focused on micro- and small-cap equities.

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

Occupation focus

Based on Van Clemens Wealth Management, LLC

Founder/Business Owner

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Fee options

Fixed

Financial planning fixed fees range from $0 to $20,000; monthly planning fees from $100 to $1,000, fees negotiable; Retirement plan consulting flat fees up to $10,000.

Percentage

$0+: up to 2% annually (flat or tiered fees possible, negotiable) $0+: RBC wrap program fees range from 0.10% to 0.45%, total fees including TPM and advisory fees do not exceed 2% $0+: Orion fee includes 0.15% wrap fee and additional model strategist fees $0+: Vise long-short model fee together with advisory fee can exceed 2% but not exceed 3%

Commissions

Commissions from sale of securities via affiliated broker-dealer; commissions from insurance products sales via affiliated insurance agency

Project-based

Hourly charges mentioned in SEC Form ADV Part 1 but no specific hourly rates stated in brochure

Subscriptions

Ongoing monthly planning service fees ranging from $100 to $1,000 billed and payable in advance

Other

Minimum fee: Retirement Plan Consulting Services minimum annual fee up to $2,500

Location

See office

Breaux Bridge, LA

Breaux Bridge LA

Advisors at this office

1

Most active in

Louisiana

Work history

31 years of industry experience

Van Clemens & Co. Inc.

2026 - Present • 1 year

Minneapolis, MN

Van Clemens Wealth Management, LLC

2026 - Present • 1 year

Minneapolis, MN

Van Clemens Insurance Associates, LLC

2026 - Present • 1 year

Minneapolis, MN

Gulf Coast Bank

2024 - 2026 • 2 years

Lafayette, LA

LPL Financial

2024 - 2026 • 2 years

Lafayette, LA

OSAIC

2024 - 2024 • 1 year

Baton Rouge, LA

OSAIC

2024 - 2024 • 1 year

Baton Rouge, LA

Securities America Advisors

2022 - 2024 • 2 years

Baton Rouge, LA

Securities America, Inc,

2022 - 2024 • 2 years

Baton Rouge, LA

Wealth Solutions LLC

2020 - 2024 • 4 years

Prairieville, LA

Ameritas Investment Corp.

2019 - 2022 • 3 years

Laplace, LA

PRUCO Securities, LLC

2018 - 2019 • 1 year

Metairie, LA

Spire Investment Partners

2017 - 2018 • 1 year

Lafayette, LA

Mass Mutual

2016 - 2017 • 1 year

Lafayette, LA

Concourse Financial Group Securities, Inc.

2016 - 2016 • 1 year

Signator Financial Services, Inc.

2007 - 2008 • 1 year

Bellevue, WA

1st Global Advisors Inc

2005 - 2005 • 1 year

Lafayette, LA

Wells Fargo Advisors

2001 - 2003 • 2 years

Lafayette, LA

Disclosures

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

Business activities & affiliations

Cannon G

Series 65

Lafayette, LA

W&S BROKERAGE Services, Inc.

Cannon Glass is an advisor at W&S Brokerage Services, Inc. with a Series 65 credential and no prior industry experience. His work history includes roles across various sectors such as banking, retail, and food service before joining W&S Brokerage Services and Western & Southern Life in 2026. W&S Brokerage Services, Inc. is a dually-registered broker-dealer and SEC-registered investment adviser affiliated with Western & Southern Financial Group. The firm offers a model-driven, discretionary allocation process through its W&S Wealth Solutions wrap fee program, serving individuals, trusts, retirement plans, and other entities with investment options including affiliated and unaffiliated mutual funds and ETFs.

ESG / Sustainable investing Tax-loss harvesting
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Dexter L

Series 65

Lafayette, LA

Horizon Capital Management, Inc.

Dexter Lyons is a financial advisor at Horizon Capital Management, Inc. with 7 years of industry experience. He holds a Series 65 designation and has been involved with Horizon Capital Management since 1990 as well as Lyons Capital Management since 1997. Horizon Capital Management provides discretionary separately managed account investment management to individuals and small-business clients, including IRAs, trusts, and small-business retirement plans. The firm employs an active, multi-method investment process that combines fundamental, technical, and chart analysis to tailor strategies, adjusting allocations among mutual funds, ETFs, and individual stocks based on market conditions.

ESG / Sustainable investing Active portfolio management
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Alajahwon R

Series 63, Series 66

Lafayette, LA

A.B. Ridgeway Wealth Management LLC

Alajahwon Ridgeway is a financial advisor at A.B. Ridgeway Wealth Management LLC in Lafayette, LA, with 13 years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Ridgeway holds Series 63 and Series 66 licenses. A.B. Ridgeway Wealth Management provides investment management and financial planning services to individual and high-net-worth clients, employing a strategy that combines passive and active investments based on Modern Portfolio Theory. The firm offers comprehensive planning, estate planning support, and values-based investment options, including ESG and Biblically Responsible Investing.

Divorce financial planning General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Brent A

Series 65

Lafayette, LA

Vermilion Asset Management, LLC

Brent Abshire is a Series 65-licensed financial advisor with 13 years of industry experience. He has served as the sole advisor at Vermilion Asset Management, LLC since 2005 in Lafayette, LA. Vermilion Asset Management provides investment management and supervisory services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm focuses on long-term, diversified portfolios using individual securities, mutual funds, and ETFs, operating primarily on a nondiscretionary basis while avoiding market timing and complex trading strategies.

Wealth management
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Milton K

Series 65

Lafayette, LA

Kidd Vision Capital LLC

Milton Kidd is a financial advisor at Kidd Vision Capital LLC in Lafayette, LA, with four years of industry experience. He holds a Series 65 designation and has worked at Avant Capital, LLC, Ellendale Energy LLC, and Danos LLC. Outside of his advisory role, he is involved with family businesses related to rental properties and timber land and considers investment opportunities in a variety of private businesses. Kidd Vision Capital manages approximately $22.7 million across 33 client accounts, providing portfolio management, financial consulting, and planning services to individuals, corporations, and business entities. The firm combines formal Investment Policy Statements with a blend of cyclical, fundamental, and technical analysis, employing both traditional and higher-risk trading strategies, and offers subscription content including free newsletters and blog posts.

Options & derivatives strategies Tax-loss harvesting
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Jordan A

Series 65

Youngsville, LA

Abney Wealth Partners

Jordan Abney is a financial advisor at Abney Wealth Partners with exposure to the industry beginning in 2022 through Abney Advisory Group and prior experience at Physicians Mutual Insurance Company from 2016 to 2022. He holds a Series 65 credential and is based in Youngsville, LA. Abney Wealth Partners is a state-registered investment adviser that offers financial planning, consulting, and portfolio management services to individuals, high-net-worth individuals, trusts, estates, and business entities. The firm emphasizes strategic asset allocation and fundamental analysis, using third-party sub-advisers and wrap-fee platforms to implement and monitor portfolios.

General retirement planning Income planning General tax planning Life insurance needs analysis
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