Brian Low Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
$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
$100 per hour for Consulting Services
Main office
4463 Bluebonnet Boulevard, Suite B
Baton Rouge LA 70809
Advisors at this office
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
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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.
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.
Brian L
Series 63, Series 65
Baton Rouge, LA
Brian Low Financial Group, LLC
Brian Low is the owner and principal advisor of Brian Low Financial Group, LLC in Baton Rouge, LA, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Madison Avenue Securities, LLC and Broker Dealer Financial Services Corp. Outside of advisory services, he is involved in several entrepreneurial ventures including ownership of a marketing events business and a silent partnership in a Smoothie King franchise. Brian Low Financial Group provides investment management, retirement-focused financial planning, and consulting primarily to individual and high-net-worth clients. The firm emphasizes income generation for retirement through asset allocation, diversification, and disciplined rebalancing, offering discretionary and non-discretionary portfolio management alongside access to third-party money managers and wrap fee programs.
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