HTB Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
HTB Wealth Advisors, LLC provides investment advisory and retirement plan consulting services primarily to high net worth individuals. The firm reports approximately $24.3 million in discretionary assets across a very small client base (7 clients) and offers discretionary managed accounts, an asset allocation program implemented through Savant, and one-time financial planning.
HTB’s investment process emphasizes tailored asset allocation and documented investment policy statements, with client risk profiling and periodic suitability reviews driving portfolio recommendations. Portfolio implementation and trading are performed by a contracted third‑party adviser (Savant), while HTB retains oversight and ongoing client monitoring and reporting.
The firm is affiliated with accounting firm Hannis T. Bourgeois, LLP and its principals hold accounting and valuation credentials (CPA, CVA, CFF), which supports coordinated tax, business valuation, and forensic considerations and referrals between accounting and advisory services — an arrangement that is uncommon among peers. HTB’s small roster of clients, outsourcing of portfolio execution to a third‑party manager, and stated lack of reported non‑high‑net‑worth retail clients further distinguish its operating model from larger supported advisers.
Client services
Expertise
Fee options
$0 - $2,500,000: 1.0% annually $2,500,001 - $5,000,000: 0.8% annually $5,000,001 - $10,000,000: 0.6% annually $10,000,001+: 0.5% annually
Main office
2322 Tremont Drive
Baton Rouge LA 70809
Advisors at this office
2
Most active in
Louisiana
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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.
Forms ADV
Advisors at this firm
Jill K
Series 65
Baton Rouge, LA
HTB Wealth Advisors, LLC
Jill Kindler is an investment advisor at HTB Wealth Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has been a partner at Hannis T. Bourgeois, LLP, a CPA firm specializing in business valuation, litigation consulting, and estate and trust taxes, since 2012. She also serves as a board member of Feliciana Bancshares, LLC, a community bank. HTB Wealth Advisors provides investment advisory services to individuals, high net worth clients, and employer-sponsored retirement plans, offering discretionary managed accounts, asset-allocation programs, and retirement plan consulting. The firm collaborates closely with its affiliated CPA firm to coordinate tax and advisory services and typically delegates portfolio implementation to independent managers while overseeing client suitability and communication.
Ronald G
Series 65
Baton Rouge, LA
HTB Wealth Advisors, LLC
Ronald Gagnet is an investment advisor with HTB Wealth Advisors, LLC and holds a Series 65 credential. He has over 40 years of experience as a partner at Hannis T. Bourgeois, LLP, a CPA firm in Baton Rouge, Louisiana. HTB Wealth Advisors provides investment advisory services to individuals, high net worth clients, and employer-sponsored retirement plans, offering discretionary managed accounts, asset-allocation programs through third-party managers, and retirement plan consulting. The firm integrates advisory and accounting services through its affiliation with Hannis T. Bourgeois, LLP, facilitating coordinated financial planning and portfolio management.
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