Richard Hebert is a registered investment advisor at Stone Wealth Partners LLC, based in Lafayette, LA, with 14 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 342 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory Fees are 2.00% and may be modified depending upon the size of the portfolio, complexity of services required or individual circumstances, and at the discretion of Stone Wealth Partners.
Fee Estimator
Location
1200 Camellia, Suite 101, Lafayette, LA, 70508
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Richard owns rental properties through BXH Investments since 2014. He spends a few hours per week negotiating prices, renovating, leasing, maintaining the properties, and collecting rent.
Employment History
Current Registrations
Stone Wealth Partners LLC
Previous Registrations
Parish Investment Advisors LLC
Infinex Investments, INC.
Infinex Investments, INC.Broker
Essex National Securities, LLC
Essex National Securities, LLCBroker
State Registrations2 states
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.