A complete list of active advisors currently associated with Mann Financial Group

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

Mann Financial Group provides advisory services primarily to pension and profit sharing plans and also serves retail clients through a wrap-fee program. Its pension consulting services are non‑discretionary and include review of investment objectives, assistance with investment policy statements and QDIA selection, participant education, and periodic monitoring; investment recommendations are generally limited to mutual funds and ETFs available to each plan. The firm describes a diversified, risk‑based asset allocation approach and emphasizes that plan advice is constrained by the investment options chosen by the plan fiduciary. It reports approximately $189.7 million in discretionary wrap-fee assets, $35.7 million in non‑discretionary assets, and total AUM of about $335.2 million, and monitors client accounts at least annually while acting as an ERISA fiduciary for retirement accounts. Noteworthy aspects relative to peers include a high client load — roughly 474 clients across two advisors (over 230 clients per advisor) — and the firm’s role as a wrap-fee program sponsor, both of which are uncommon among similar supported firms. The principals are licensed insurance agents who may receive customary insurance commissions (disclosed as a potential conflict and with limits on sales to non‑wrap plan clients), and the firm discloses a referral revenue‑sharing arrangement with a bank for referred clients.

To learn more about the advisors currently working at Mann Financial Group, 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.