R
Rizzutto Financial Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$6,135,000
Total clients
27
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
27
Average account size
$227,222
About
Rizzutto Consulting, LLC provides fee-only financial planning and investment portfolio management to individual clients, offering services billed either as a percentage of assets under management or on an hourly basis for consulting. The firm operates as a solo, state-registered adviser serving a small client base with tailored recommendations and no wrap-fee programs.
The firm follows a long-term, buy-and-hold investment approach that primarily recommends mutual funds and uses mutual fund database filtering, chart analysis, and financial ratio-based risk assessment. Client accounts are reviewed quarterly and the adviser does not accept discretionary trading authority, contacting clients for approval before buy or sell transactions.
Notably, all client assets reported ($6,135,534 as of September 10, 2025) are managed on a non-discretionary basis, a practice that is uncommon among independent advisers of this type. The firm’s principal brings decades of experience in accounting, taxation, financial planning and investment advice, and the firm typically recommends TD Ameritrade Institutional for custody while receiving no third-party compensation.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Fee options
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
Main office location
Rizzutto Financial Advisors
Baton Rogue LA, United States
Number of offices
1
Most active in
Rizzutto Financial Advisors has reported serving >5 clients in these states in the last 12 months.
Louisiana
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:
-
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.
Forms ADV
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")