Mann Financial Consulting Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,138,608
Total clients
132
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
132
Average account size
$8,626
About
Mann Financial Consulting Services primarily serves individual clients, as well as charitable organizations and business entities, managing roughly $1.14 million across about 132 client accounts with no stated account minimum. The firm offers ongoing portfolio management, financial planning, tax return preparation, and periodic educational seminars, workshops, and financial coaching to clients and the general public.
The firm provides client-specific Investment Policy Statements that document goals, time horizon, and risk tolerance, and delivers portfolio advice on a primarily non‑discretionary basis while explicitly not exercising investment discretion. Its investment process blends charting, fundamental, technical, quantitative analysis and modern portfolio theory, uses both long‑term and short‑term trading approaches, and the brochure states clients must custody assets with a specified broker‑dealer.
Noteworthy differences from many peers include the firm’s explicit emphasis on fee‑for‑service tax preparation and paid educational programming in addition to advisory work, and its largely non‑discretionary asset base. The brochure also discloses that a firm principal is a licensed insurance agent (a potential source of conflicts when insurance products are recommended) and records a 2023 FINRA acceptance, waiver, and consent related to misuse of client signatures, both items prospective clients may consider when evaluating the firm.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Tax preparation services
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Annuities
Wealth management
Fee options
$100 to $15,000 for financial planning; $100 to $1,000 for tax preparation
$0 - $1,000,000: 1.10% $1,000,001+: 1.00%
$50 - $1,000 per hour for educational seminars/workshops
Main office location
Mann Financial Consulting Services
Chattanooga TN, United States
Number of offices
1
Most active in
Mann Financial Consulting Services has reported serving >5 clients in these states in the last 12 months.
Georgia · Louisiana · North Carolina · Tennessee · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
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