Fred
Dent

Dent Wealth Advisors

CRD#1757013
Investment Advisor
in Baton Rouge, LA

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About this Advisor

Fred Dent is a financial advisor based in Baton Rouge, Louisiana, working with Dent Wealth Advisors. Fred has previously held a position at Dent Asset Management. Fred has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Louisiana and Texas. Currently, Fred is part of Dent Wealth Advisors, which operates out of Baton Rouge, Louisiana. The firm has 5 employees and manages assets totaling $275.8 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and educational seminars. The fee structure at Dent Wealth Advisors includes asset-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

301 Main Street Suite 1502
Baton Rouge, LA 70801

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Dent Wealth Advisors Brokerage Details

Total Assets Under Management

$275,831,015

LA Average: $486,181,852
Total Number of Employees

5

LA Average: 13
Total Number of Accounts

541

LA Average: 722
Average Account Size

$509,854

LA Average: $673,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Fred Dent Work History

1997 - Present (27 years)

Dent Asset Management

Disclosures

Please visit the SEC profile of Fred Dent to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Dent Wealth Advisors

Lyndon Wilbert
Baton Rouge, LA
David Summers
Baton Rouge, LA
Fred Dent
Baton Rouge, LA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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