LOTTSA FINANCIAL SERVICES, INC.

Overview

Lottsa Financial Services, Inc. is an independent RIA focused on serving individuals and families with financial planning and discretionary portfolio management for individuals and small businesses. The firm runs a manager-style approach centered on pooled public funds — mutual funds and similar vehicles — as the primary engine of client portfolios. That positioning suggests the firm prioritizes broad asset-allocation and manager selection over concentrated single-stock strategies. Fee arrangements combine a percentage of assets under management with hourly charges, which fits a mixed advisory model that blends ongoing portfolio oversight with project-based planning work. Lottsa reports no active ESG investing program and identifies as an accountant-affiliated advisor, indicating tax and accounting considerations are likely integrated into client advice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices