Benedict Financial Planning

Benedict Financial Planning (CRD# 117422) is a financial advisory firm headquartered in Baton Rouge, LA. They manage $20,993,000 in 135 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    135
    ACCOUNTS
  • Average Account Value
    $155,504
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Benedict Financial Planning
Showing 1 - 2 of 2 top financial advisors.
1
Lynella A. Devillier
CRD#: 1928450
17461 Jefferson Hwy., Suite B, Baton Rouge, LA 70817
95
Wealthminder
score

Lynella Devillier (CRD# 1928450) is an Investment Advisor Representative working at Benedict Financial Planning in Baton Rouge, LA and has over 26 years of experience in the finance industry.

2
Carl W. Benedict
CRD#: 1178319
17461 Jefferson Hwy., Suite B, Baton Rouge, LA 70817
86
Wealthminder
score

Carl Benedict (CRD# 1178319) is an Investment Advisor Representative working at Benedict Financial Planning in Baton Rouge, LA and has over 29 years of experience in the finance industry. Carl Benedict has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.