Tayler Hebert
Fortune 45 · Baton Rouge, Louisiana
Tayler Hebert is a fee-only financial advisor at Fortune 45 in Baton Rouge, Louisiana. Tayler focuses on retirement planning. Fortune 45 reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Fortune 45 |
|---|---|
| Based in | Baton Rouge, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $237.7M across 1,137 accounts |
| SEC registration | Investment adviser representative in LA, TX · CRD 8007786 |
| Exams passed | Series 65 (2024) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.fortune45.com |
How Tayler's firm compares
- Fortune 45's average account is about $209,000, from its Form ADV (assets managed divided by 1,137 accounts).
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Questions about Tayler
Is Tayler Hebert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tayler holds no broker registration, and Fortune 45 reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tayler charge for financial advice?
Tayler's firm, Fortune 45, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Tayler Hebert based?
Tayler Hebert is based in Baton Rouge, Louisiana.
What does Tayler specialize in?
Tayler's specialties include retirement planning.
Is Tayler Hebert registered with the SEC?
Yes. Tayler Hebert is registered as an investment adviser representative in LA and TX (CRD 8007786), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fortune 45 manage?
Fortune 45 reports $237.7M across 1,137 accounts in assets under management.
How do I contact Tayler Hebert?
Through Tayler's website, www.fortune45.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Fortune 45 website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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