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Christopher John Hitzman

Advisor at Waverly Advisors, LLC — Mandeville, LA Dalwill Dr.

Updated today

Credentials

Series 63

Experience

25 years

Location

Mandeville, LA 70471

Waverly Advisors, LLC logo

Waverly Advisors, LLC

Multi-team

Total advisors

226

Across 41 offices

Clients per advisor

57 Typical

Avg AUM per client

$1,639,930 High

HNW client ratio

33% High

About

Christopher Hitzman is a financial advisor at Waverly Advisors, LLC with 25 years of industry experience. He holds the Series 63 designation and has worked previously at TruWealth Advisors, Purshe Kaplan Sterling Investments, and Ameriprise Financial Services. In addition to his advisory role, he is an insurance agent selling fixed and traditional insurance products. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management, financial planning, and multi-family office services.

Client services

Based on Waverly Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Waverly Advisors, LLC

Private / alternative investments Real estate investing Options & derivatives strategies Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Waverly Advisors, LLC

Founder/Business Owner Executive

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Fee options

Fixed

Financial Planning services flat fees range from $500 to $50,000, negotiable

Percentage

$0+: 0.25% to 1.5% annually (flat rate or marginal declining percentages vary by client and negotiated schedule) +: +0.25% annual fee for Assets Under Management in certain investment strategies (Waverly Equity Strategies and Options Overlay Strategies)

Project-based

Financial Planning services hourly fees range from $75 to $450 per hour, negotiable

Performance-based

Performance-based fees apply to certain private funds and select client accounts (e.g., BT Select Fund I, LP), typically carried interest and incentive fees

Other

Minimum fee: Annual minimum Advisory Fee generally ranging from $5,000 to $20,000 ($5,000 to $50,000 for 401(k) Plan clients), may be waived or reduced Fee-only: Fee-only investment advisory firm; fees based on asset management and financial planning, no commissions

Location

See office

Mandeville, LA Dalwill Dr.

173 Dalwill Dr.

Mandeville LA 70471

Advisors at this office

1

Most active in

Louisiana

Work history

25 years of industry experience

Waverly Advisors, LLC

2026 - Present • 1 year

Birmingham, AL

TruWealth Advisors, LLC

2020 - 2026 • 6 years

Mandeville, LA

Purshe Kaplan Sterling Investments

2020 - 2024 • 4 years

Albany, NY

Ameriprise Financial Services, Inc.

2014 - 2020 • 6 years

Mandeville, LA

MSI Financial Services, Inc.

2006 - 2014 • 8 years

LA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kevin K

ChFC®, Series 63

Abita Springs, LA

KLK Capital Wealth Advisors LLC

Kevin Keleher is a ChFC® credentialed advisor with 15 years of industry experience. He is the sole advisor at KLK Capital Wealth Advisors LLC, where he has worked since 2020. Prior to that, he was associated with Lewer Financial Advisors, LLC and The Lewer Agency Inc. He is also a licensed insurance agent specializing in fixed insurance sales. KLK Capital Wealth Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs fundamental analysis and Modern Portfolio Theory to tailor investment strategies and offers public seminars and workshops on investment topics.

General retirement planning Cash flow / budgeting General tax planning Long-term care insurance Wealth management
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Gary T

PFS™, Series 65

Mandeville, LA

GT Financial, Ltd., L.L.C.

Gary Thomas is the principal and sole advisor at GT Financial, Ltd., L.L.C. He holds the PFS™ designation and Series 65 registration, with 16 years of experience in financial advising and over 35 years as a CPA. He is also the owner of Gary M. Thomas, CPA, P.C., a public accounting firm that shares office space with his advisory practice, and he divides his time between both businesses. GT Financial serves individual investors as well as pension and profit-sharing plans, trusts, and estates, offering discretionary and non-discretionary portfolio management, limited financial and estate planning, and project-based consulting. The firm emphasizes a long-term, buy-and-hold investment approach and provides retirement plan advisory services, including ERISA plan consulting and discretionary management for plan assets.

General estate planning guidance Cash flow / budgeting
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John C

Series 65

Abita Springs, LA

Common Cents Financial Planning

John Casassa is a financial advisor at Common Cents Financial Planning with one year of industry experience. Prior to entering financial services, he worked at Shell Oil Company for 39 years before retiring in 2020. The firm is operated by Casassa on a part-time basis and plans to allocate volunteer time to first-responder support. Common Cents Financial Planning provides fee-based comprehensive financial planning services to individuals, families, and small-business owners, including discounted or pro bono planning for current and retired firefighters. The firm offers investment recommendations without discretionary management, emphasizes diversified allocations tailored to client objectives, and operates under a fiduciary standard without taking custody of client assets.

General tax planning Founder/Business Owner Mid-Career Professionals Retired
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Paul S

Series 63, Series 65

Madisonville, LA

ICOM Advisors, LLC

Paul Scoggins is a financial advisor with ICOM Advisors, LLC in Covington, LA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with ICOM Advisors since 2010. Outside of his advisory role, he is president and manager of Permian Services Co., LLC, an oil field services company, and serves as managing member of several investment holding and private equity firms. ICOM Advisors, LLC provides portfolio management and analysis services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $123 million in client assets, offering both discretionary and non-discretionary management with an investment approach that includes mutual funds, ETFs, fundamental and technical analysis, and private equity investments when suitable.

Private / alternative investments
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Gianni T

Series 65

Mandeville, LA

Toce Financial Group LLC

Gianni Toce is a financial advisor at Toce Financial Group LLC with a Series 65 designation and three years of industry experience. Prior to joining Toce Financial Group in 2021, he worked at UL Lafayette and the Louisiana School for the Visually Impaired. Toce Financial Group provides discretionary portfolio management and financial planning services to individuals and legal entities, focusing on low-cost, broadly diversified, index-based allocations primarily using ETFs and mutual funds. The firm accommodates clients preferring active management but generally emphasizes passive, long-term asset allocation with tax-aware strategies.

General retirement planning Income planning Tax strategies for small businesses Equity compensation tax strategy Tax-loss harvesting Founder/Business Owner Mid-Career Professionals
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Ryan K

CFP®, Series 66

Mandeville, LA

Kropog Financial Group, LLC

Ryan Kropog is a CFP®-certified financial advisor with 19 years of industry experience. He has worked at LPL Financial since 2006 and founded Kropog Financial Group, LLC in 2016, where he continues to provide financial planning and advisory services. Kropog Financial Group serves individuals, trusts, estates, businesses, and retirement plans, managing approximately $160 million across 220 client relationships. The firm offers discretionary and non-discretionary portfolio management with a focus on long-term, customized portfolios primarily using low-cost ETFs, supplemented by mutual funds, individual equities, REITs, and alternatives.

Retirement income strategy Wealth management College savings (529s, UTMA, etc.)
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