John
Windham
Hibernia Wealth Partners, LLC
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About this Advisor
John Windham is a financial advisor working out of Baton Rouge, Louisiana with a total of 1 year of industry experience. Windham is an advisor for Hibernia Wealth Partners, LLC. During their career, the advisor has held roles at John A Windham Cpa, Ing Financial Partners, Inc, Voya Financial Advisors, Lpl Financial LLC, Stratos Wealth Partners, LTD, Hibernia Wealth Management and Windham & Reed, Cpa L.L.C. Windham holds a Series 65 license, certifying them as an investment advisor representative, and can work in Louisiana. Hibernia Wealth Partners, LLC is a financial advisory business based out of Baton Rouge, LA. The firm has offices in five locations and a total of 11 people on staff. It oversees $219 million in total assets across its 864 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm provides services to four charitable organizations. Of its 864 client accounts, just 11% belong to high-net-worth clients who have greater than $1 million in assets. Hibernia Wealth Partners, LLC offers a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fees typically vary depending on which services the firm provides the client. However, fee types charged by Hibernia Wealth Partners, LLC likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hibernia Wealth Partners, LLC Brokerage Details
$219,194,262
11
864
$253,697
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
John Windham Work History
John has been registered as a financial advisor for 1 years.*
Hibernia Wealth Management
Lpl Financial LLC
Windham & Reed, Cpa L.L.C
Stratos Wealth Partners, LTD
Voya Financial Advisors
Ing Financial Partners, Inc
John A Windham Cpa
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Windham 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 Hibernia Wealth Partners, LLC
Baton Rouge, LA
Allston, MA
Edgewater, MD
Baton Rouge, LA
Baton Rouge, LA
Baton Rouge, LA
Baton Rouge, LA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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