Advisor at Toce Financial Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Gianni Toce is a financial advisor at Toce Financial Group in Mandeville, LA, holding a Series 65 designation with three years of industry experience. Prior to joining Toce Financial Group in 2021, he worked at UL Lafayette and the Louisiana School for the Visually Impaired. Toce Financial Group offers investment advisory and financial planning services to individuals, high-net-worth clients, foundations, and legal entities. The firm employs a low-cost, broadly diversified, index-oriented investment approach focused on long-term goals, asset allocation, and tax-aware management, while also providing active fundamental value analysis and custom stock portfolios upon client request.
Based on Toce Financial Group
Account minimum: $5,000 Minimum fee: $25 per quarter minimum fee Fee-only: Flat fee of $500 for financial planning (charged quarterly at 25% per quarter)
Mandeville, LA
Louisiana
Toce Financial Group
2021 - Present (5 years)
UL Lafayette
2019 - 2021 (2 years)
Louisiana School for the Visually Impaired
2018 - 2019 (1 year)
Student
2011 - 2018 (7 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
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
ChFC®, Series 63
Abita Springs, LA
KLK Capital Wealth Advisors LLC
PFS™, Series 65
Mandeville, LA
GT Financial, Ltd., L.L.C.
Series 65, Series 66
Mandeville, LA
The Fiscal Fitness Company, Inc.
Series 65
Mandeville, LA
Eagle Capital Management, LLC
Series 63, Series 66
Covington, LA
Pelican Advisory LLC
Series 66
Covington, LA
Live Oak Wealth Management, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
