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Robert Kestyn

Hibernia Wealth Partners, LLC
7 Years of Experience
Baton Rouge, LA
Broker
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Robert Kestyn is a registered investment advisor at Hibernia Wealth Partners, LLC, based in Baton Rouge, LA, with 7 years of industry experience. Robert 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
Clean regulatory record

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.

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Other Business Activities

Robert operates Hibernia Wealth Management as a DBA for his LPL business, dedicating full-time hours to it. He also owns rental real estate, spending about 10-20% of his time on this activity.

Employment History
Current Registrations
Hibernia Wealth Partners, LLC
July 2022 - Present · 4 yrs 3 mos
LPL Financial LLCBroker
September 2021 - Present · 5 yrs 1 mo
Previous Registrations
Stratos Wealth Partners, LTD
September 2021 - August 2022 · 11 mos
Edward Jones
September 2019 - September 2021 · 2 yrs
Edward JonesBroker
September 2019 - September 2021 · 2 yrs
State Registrations3 states
LAMOTX
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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