T. Mann Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$22,413,706
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
51
16% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
51
HighAverage account size
$439,484
About
T. Mann Financial provides advisory services to individuals, families, business owners, and pension or corporate plans, offering portfolio management, financial planning, and pension consulting. The firm structures service levels through tiered plans (Growth, Bronze, Silver, Gold) that range from automated investing on a modern custodian to advisor-guided and institutional custodial arrangements.
Investment advice is delivered using written Investment Policy Statements, with methods that include modern portfolio theory, technical analysis, and a long‑term trading orientation; discretionary authority is used for ongoing portfolio management. The firm’s Silver and Gold plans add tax‑smart customizations (direct indexing, tax‑loss harvesting) and, at the highest tier, access to derivative strategies (options and hedging), hedge funds and other alternative/private placements, and real‑asset solutions including 1031/721 exchange structures.
Compared with many small supported firms, T. Mann Financial offers an unusually broad menu of capabilities for a single‑advisor practice, combining low‑minimum automated accounts with accredited‑investor level strategies and alternative investments. The firm also discloses an insurance‑licensing affiliation for a principal and arrangements to direct clients to third‑party managers (including named third‑party advisers and fee‑sharing relationships), which are potential conflicts it documents in client files.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Equity compensation tax strategy
Tax-loss harvesting
ESG / Sustainable investing
Options & derivatives strategies
Private / alternative investments
Occupation focus
Founder/Business Owner
Retired
Fee options
Financial planning fixed fees as above.
$0+: Growth Plan: 0.45% annually $500,000+: Bronze Plan: 0.90% annually $500,000+: Silver Plan: 1.20% annually Accredited Investors only+: Gold Plan: 1.50% annually
Additional financial planning meetings at $200/hour.
Account minimum: $500,000 Fee-only: Fixed fees for financial planning: 1-Page Plan $300, Individual Plan $500, Family Plan $700, Business Plan $500; Additional meetings $200/hour.
Main office location
T. Mann Financial
Springfield OR, United States
Number of offices
2
Most active in
T. Mann Financial has reported serving >5 clients in these states in the last 12 months.
Oregon
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Quick links
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