A complete list of active advisors currently associated with HTB Wealth Advisors, LLC
Warmer can help you find a great advisor at HTB Wealth Advisors, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at HTB Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Baton Rouge, LA
| 2
| |
Baton Rouge, LA
| 1
|
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