Kropog Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kropog Financial Group provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, estates, businesses and retirement plans, managing roughly $160 million across about 220 client relationships. Services include discretionary and non‑discretionary portfolio management, standalone financial planning, and retirement plan advisory (including ERISA 3(21) investment oversight).
The firm operates as a fiduciary and generally pursues long‑term, customized portfolios built primarily from low‑cost ETFs, while also using mutual funds, individual equities, REITs and occasional alternative investments as appropriate. Investment selection and portfolio construction draw on a mix of fundamental, technical, cyclical, behavioral and charting analysis, with regular monitoring and the ability for clients to impose reasonable account restrictions.
Unlike most peers, Kropog Financial sponsors a wrap fee program for certain clients that bundles securities transaction costs into its asset‑based advisory fee. The firm also discloses performance results and presents hypothetical performance in its materials, and its advisory personnel maintain broker‑dealer and insurance licenses while using an institutional custody and platform relationship to support client services.
Client services
Expertise
Fee options
Fixed financial planning fees range from $300 to $15,000, negotiable
$0+: Up to 2.00% annually (maximum fee) undefined+: Fees vary based on factors such as service scope, asset levels, relationship complexity; tiered schedules possible with max 2.00%
Financial planning services hourly rate $300 per hour
Fee-only: Hourly financial planning fees $300/hour; Fixed fees range $300 to $15,000, negotiable based on complexity
Main office
2895 Highway 190 Ste 205
Mandeville LA 70471
Advisors at this office
4
Most active in
Florida · Louisiana · Mississippi · Tennessee · Texas
Also doing business as
Kropog Financial Group · Kropog Financial Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Ryan K
CFP®, Series 66
Mandeville, LA
Kropog Financial Group, LLC
Ryan Kropog is a CFP® with 20 years of industry experience. He has been with Kropog Financial Group, LLC since 2016 and was previously associated with LPL Financial LLC for 20 years. Kropog Financial Group provides investment advisory and financial planning services to individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $160 million across about 220 client relationships, focusing on long-term, customized portfolios primarily built from low-cost ETFs and other diversified investments.
Christopher R
Series 66
Mandeville, LA
Kropog Financial Group, LLC
Christopher Rodriguez is a financial advisor with Kropog Financial Group, LLC, holding a Series 66 designation and four years of industry experience. His background includes roles at Kropog Financial Group, LPL Financial, Iberia Bank, and Tulane University. Kropog Financial Group provides investment advisory and financial planning services to individuals, trusts, estates, businesses, and retirement plans, managing approximately $160 million across 220 client relationships. The firm operates as a fiduciary, focusing on long-term, customized portfolios primarily built with low-cost ETFs and employs a mix of analytical approaches for investment selection and portfolio construction.
James K
CFP®, Series 63, Series 65
Mandeville, LA
Kropog Financial Group, LLC
James Kropog Jr. is a CFP® professional with 41 years of experience in the financial services industry. He has been with Kropog Financial Group, LLC since 2016 and has also worked at LPL Financial since 2004. His work primarily involves providing financial planning and investment advisory services. Kropog Financial Group serves individuals, trusts, estates, businesses, and retirement plans with approximately $160 million in assets under management across about 220 client relationships. The firm offers discretionary and non-discretionary portfolio management, standalone financial planning, and retirement plan advisory, using a long-term, customized investment approach focused on low-cost ETFs alongside other asset types.
Courtney V
CFP®, Series 66
Mandeville, LA
Kropog Financial Group, LLC
Courtney Valentine is a CFP® and holds a Series 66 license with five years of industry experience. She has worked with Kropog Financial Group, LLC and LPL Financial since 2022, and previously held roles at Ameriprise Financial. Kropog Financial Group provides investment advisory and financial planning services to individuals, trusts, estates, businesses, and retirement plans, managing approximately $160 million across 220 client relationships. The firm operates as a fiduciary and focuses on long-term, customized portfolios using primarily low-cost ETFs along with other investment vehicles.
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