Mann Financial Consulting Services

Overview

Mann Financial Consulting Services is a small, owner-operated independent registered investment adviser serving individuals, families and small businesses. The firm’s client work centers on financial planning, portfolio management and educational workshops, using a fee mix of percentage-of-AUM and fixed fees. Investment activity is conservative and execution-focused: portfolio construction relies mainly on pooled public funds and annuity solutions rather than direct security selection, and the adviser does not present itself as a capital allocator into proprietary private funds. Mann Financial Consulting Services is not positioned as an ESG-driven manager and operates on a single-state basis. Given the firm’s scale and client demographics, the investment process appears tailored to standardized, low-maintenance solutions—mutual funds for broad market exposure and annuities for income or retirement planning—while selectively accessing real estate exposure through third‑party managers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices