A complete list of active advisors currently associated with Rizzutto Financial Advisors
Warmer can help you find a great advisor at Rizzutto Financial Advisors or one who fits your needs even better.
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.
To learn more about the advisors currently working at Rizzutto Financial Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
Baton Rogue, LA
| 15
|
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