Mann Advisory Services, LLC

Mann Advisory Services provides financial planning (“Check‑Up”) and ongoing asset management (“Wellness”) primarily for individual clients, along with services for pension plans, trusts, and small business entities; the firm reports roughly $3 million in assets under management spread across a small client base. In addition to advisory services, the principal prepares tax returns and sells insurance and annuity products in his separate capacity as an insurance agent.

The firm manages accounts on a tailored basis, offering discretionary or non‑discretionary supervision, periodic weekly monitoring and at‑least‑quarterly reviews, and investment advice focused on mutual funds, ETFs, exchange‑listed securities and fixed income while generally avoiding market timing. Mann Advisory describes its analytic approach as fundamental, uses both long‑ and short‑term purchases as appropriate, and allows clients to impose reasonable investment restrictions.

Distinctive elements in the brochure include the adviser’s material involvement in insurance sales (the principal spends approximately half his time on insurance activities and may receive commissions and IMO incentives) and the availability of tax preparation services; the firm also notes it may waive or reduce advisory fees when insurance commissions are received. The firm emphasizes serving smaller or lower‑asset clients (no account minimums) and discloses that it does not vote client proxies, which differs from many peers that primarily serve higher‑net‑worth households or limit non‑advisory business activity.