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Toce Financial Group

Updated today

Total assets under management

$19,201,642

Total clients

129

0% high-net worth

Total advisors

3

of 3 employees

Firm size

Supported

1-3 advisors or $200M+ in AUM

Average clients per advisor

43

Average account size

$148,850

About

Toce Financial Group provides discretionary portfolio management and modular or comprehensive financial planning to individuals, high‑net‑worth individuals, foundations, and legal entities. Planning deliverables are delivered on an ongoing basis and may include written observations, charts, graphs, and recommendations; portfolios typically use diversified ETFs, mutual funds, and occasional individual securities.

The firm’s investment approach is primarily passive and cost‑focused, emphasizing low‑cost index funds/ETFs, long‑term asset allocation, diversification, and tax‑aware practices such as tax‑loss harvesting and periodic rebalancing, drawing on third‑party research (e.g., Vanguard). At clients’ request, TFG will also implement active value‑oriented strategies and custom stock portfolios using fundamental analysis, allowing a core passive allocation with limited individual security selection when appropriate.

Noteworthy features include a principal with legal training in tax and business law and an advisor who specializes in special‑needs planning, which can influence the firm’s estate and tax planning work. The firm discloses that it reimburses most account‑level custodian and trading fees at its preferred custodian and that its written planning materials can include charts or scenarios that may present hypothetical performance projections, a practice less common among peers.

Client services

Financial planning Portfolio management

Expertise

Passive / index investing Tax-loss harvesting General retirement planning Equity compensation tax strategy

Fee options

Other

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)

Main office location

Toce Financial Group

1830 Monroe St

Mandeville LA 70448, United States

Number of offices

2

Most active in

Louisiana

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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