Advisor at Rizzutto Financial Advisors
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Firm
Rizzutto Financial Advisors
Location
Baton Rogue, LA
Credentials
PFS™, Series 66
Industry experience
14 years
Anthony Rizzutto is a financial advisor with Rizzutto Financial Advisors in Baton Rouge, LA, holding the PFS™ designation and Series 66 license, and has 14 years of industry experience. He has been associated with the Rizzutto Financial Group since 2004. In addition to his advisory work, he is a practicing CPA with an active public accounting practice since 1990. Rizzutto Consulting, LLC provides fee-only financial planning and investment portfolio management primarily to individual clients, using a long-term, buy-and-hold investment approach focused on mutual funds. The firm manages client accounts on a non-discretionary basis and conducts quarterly reviews, offering tailored recommendations without wrap-fee programs.
Initial consultation fee of $50.00
$1 - $49,000: 0.375% per quarter (equivalent to 1.5% annually) $50,000 - $99,999: 0.313% per quarter (equivalent to 1.252% annually) $100,000 - $999,999: 0.25% per quarter (equivalent to 1.0% annually) $1,000,000 - $2,999,999: 0.25% per quarter (equivalent to 1.0% annually) $3,000,000 - $4,999,999: 0.25% per quarter (equivalent to 1.0% annually)
$175.00 per hour for financial consulting
Fee-only: Fee only; no commissions or third-party compensation
Baton Rogue, LA
Louisiana
Rizzutto Financial Group
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Baton Rouge, LA
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