Hibernia Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$351,644,387
Clients
623
Advisors
7
across 3 offices
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
Expertise
Occupation focus
Fee options
Fixed fees for financial planning and consulting vary depending on complexity; billed 50% in advance and balance upon delivery.
Certain IARs may earn commissions as registered representatives of LPL Financial for brokerage transactions separate from advisory fees.
$500 per hour for financial planning and consulting services.
Ongoing financial planning and consulting fees charged annually, billed monthly or quarterly in advance.
Main office
See office6700 Jefferson Hwy., Building 4, Suite B
Baton Rouge LA 70806
Advisors at this office
5
Offices (3)
Most active in
Alabama · Arizona · California · Colorado · Connecticut · Florida · Georgia · Louisiana · Maryland · Mississippi · New Hampshire · Oregon · Texas
Also doing business as
Dependent Financial Planning · Hibernia Wealth Management · Hibernia Wealth Partners, LLC · Jfs Wealth Management · Planning Across The Spectrum · Pshwm LLC · Tenpath Financial Group · The Neurodiversity Index
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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
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.
Jonathan S
Series 63, Series 66
Baton Rouge, LA
Hibernia Wealth Partners, LLC
Jonathan Smith is a financial advisor with Hibernia Wealth Partners, LLC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. His prior roles include positions at LPL Financial, Stratos Wealth Partners, and Capital One Financial Advisors. Hibernia Wealth Partners, LLC manages approximately $372.5 million in client assets and serves individuals, trusts, retirement plans, and institutional investors with portfolio management, financial planning, and ERISA plan services. The firm employs tailored investment strategies incorporating fundamental, technical, and quantitative analyses and monitors third-party managers while providing limited-scope ERISA fiduciary services to retirement plan sponsors.
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.
Billy M
Series 63, Series 65
Baton Rouge, LA
Hibernia Wealth Partners, LLC
Billy Mitchell is a financial advisor at Hibernia Wealth Partners, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with LPL Financial, LLC and Stratos Wealth Partners, Ltd. Outside of advisory roles, he is a co-owner of two small businesses, B&P Operations, LLC and AB Food Mart, LLC, located in West Monroe, LA. 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 and financial planning services, utilizing a variety of analytical approaches and monitoring third-party managers.
Robert K
Series 66
Baton Rouge, LA
Hibernia Wealth Partners, LLC
Robert Kestyn is a financial advisor with Hibernia Wealth Partners, LLC in Baton Rouge, LA, holding a Series 66 designation and seven years of industry experience. He has previously worked at Edward Jones, Stratos Wealth Partners, and LPL Financial. Hibernia Wealth Partners, LLC is an SEC-registered investment adviser managing approximately $372.5 million in assets for individuals, trusts, retirement plans, and institutional clients. The firm offers customized portfolio management, financial planning, ERISA plan services, and sponsor relationships with third-party managers, employing a variety of investment strategies tailored to client goals and risk tolerance.
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.
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.
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