Mann Financial Consulting Services

Overview

Mann Financial Consulting Services is an independent, privately owned wealth advisory firm organized as a corporation that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and runs educational seminars and workshops. Its fees are charged as a percentage of assets under management and via fixed fees. Mann does not identify as an ESG investor and is not positioned as a capital allocator; its services are oriented toward traditional retail wealth management rather than institutional or pension consulting. The adviser is state-registered in Georgia, Louisiana, North Carolina and Tennessee. Owner control is individual rather than a bank, wirehouse, or multi-adviser structure, which aligns with a small, hands-on practice model focused on personal financial guidance.

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Location & Offices