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Paul Saltaformaggio

Hibernia Wealth Partners, LLC
23 Years of Experience
Baton Rouge, LA
2 DisclosuresBrokerSells Insurance
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Paul Saltaformaggio is a registered investment advisor at Hibernia Wealth Partners, LLC, based in Baton Rouge, LA, with 23 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 653 clients with $370M in assets under management.

Hibernia Wealth Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
653 clients
Average Client Portfolio
$571K average
Assets Under Management
$372.5M

Fee Structure

Planning is included in investment management (also available separately)

Hibernia Wealth Partners charges asset-based fees for investment management services that range from 0% to 3% annually, depending on the complexity of services, the level of assets managed, family relationships, and the overall relationship. Fees are calculated based on the account value at quarter-end and billed quarterly in advance. Advisory fees are directly deducted from your account by your qualified custodian.

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Location

6700 Jefferson Hwy., Building 4, Suite B, Baton Rouge, LA, 70806

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2019
Denied
Customer Dispute
October 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Paul is involved in several business activities, including holding companies for personal use assets, real estate rentals, and providing investment advisory services through Hibernia Wealth Management, dedicating about 10-20% of their time. Paul also works as an independent agent selling group health insurance, dedicating minimal time to this activity.

Employment History
Current Registrations
Hibernia Wealth Partners, LLC
July 2022 - Present · 4 yrs 3 mos
LPL Financial LLCBroker
January 2016 - Present · 10 yrs 9 mos
Previous Registrations
Stratos Wealth Partners, LTD
January 2016 - August 2022 · 6 yrs 7 mos
Capital One Advisors, LLC
January 2015 - January 2016 · 1 yr
Capital One Investing, LLCBroker
January 2015 - January 2016 · 1 yr
Capital One Financial Advisors LLC
July 2008 - January 2015 · 6 yrs 6 mos
Capital One Investment Services LLCBroker
May 2008 - January 2015 · 6 yrs 8 mos
Capital One Investments, LLC
October 2006 - August 2008 · 1 yr 10 mos
Capital One Investments, LLCBroker
October 2006 - May 2008 · 1 yr 7 mos
Linsco/private Ledger CORP.
March 2005 - July 2006 · 1 yr 4 mos
Linsco/private Ledger CORP.Broker
March 2005 - July 2006 · 1 yr 4 mos
MML Investors Services, INC.
February 2003 - March 2005 · 2 yrs 1 mo
MML Investors Services, INC.Broker
February 2003 - March 2005 · 2 yrs 1 mo
State Registrations23 states
AKALARCACOFLGAHIIAILLAMOMSNCNJNMOKORPAPRTNTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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