Rizzutto Financial Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Rizzutto Consulting, LLC provides fee-only financial planning and investment portfolio management primarily to individual clients. The firm reports managing roughly $6.14 million across about 27 clients and states it does not impose a minimum account size.
The adviser follows a long-term, buy-and-hold investment approach and primarily recommends mutual funds, using mutual fund database filtering, performance chart analysis, and financial-ratio risk assessment to inform recommendations. Client assets are managed on a non-discretionary basis—clients are contacted for approval before trades—and accounts are reviewed quarterly with custodial statements provided monthly.
Distinctive features include the firm’s predominantly non-discretionary asset management, a practice that is uncommon among independent RIAs, and its long operating history dating back to 1987 with a principal who brings an accounting and tax background and CPA credential. The firm operates without third-party compensation, does not accept proxy-voting authority for client securities, and typically recommends a national custodian when clients have no custody preference.
Client services
Expertise
Fee options
Initial consultation fee of $50.00.
1% of assets under management
$175.00 per hour for financial consulting.
Fee-only: Fee only service based on percentage of assets under management and hourly consulting fees.
Main office
Baton Rogue LA
Advisors at this office
1
Most active in
Louisiana
Also doing business as
Rizzutto Consulting, LLC · Rizzutto Financial Advisors · Rizzutto Financial Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
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