A complete list of active advisors currently associated with Mann Financial Consulting Services

Warmer can help you find a great advisor at Mann Financial Consulting Services or one who fits your needs even better.

Mann Financial Consulting Services primarily serves individual clients, as well as charitable organizations and business entities, managing roughly $1.14 million across about 132 client accounts with no stated account minimum. The firm offers ongoing portfolio management, financial planning, tax return preparation, and periodic educational seminars, workshops, and financial coaching to clients and the general public. The firm provides client-specific Investment Policy Statements that document goals, time horizon, and risk tolerance, and delivers portfolio advice on a primarily non‑discretionary basis while explicitly not exercising investment discretion. Its investment process blends charting, fundamental, technical, quantitative analysis and modern portfolio theory, uses both long‑term and short‑term trading approaches, and the brochure states clients must custody assets with a specified broker‑dealer. Noteworthy differences from many peers include the firm’s explicit emphasis on fee‑for‑service tax preparation and paid educational programming in addition to advisory work, and its largely non‑discretionary asset base. The brochure also discloses that a firm principal is a licensed insurance agent (a potential source of conflicts when insurance products are recommended) and records a 2023 FINRA acceptance, waiver, and consent related to misuse of client signatures, both items prospective clients may consider when evaluating the firm.

To learn more about the advisors currently working at Mann Financial Consulting Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.