CRD: 319566
Mann Financial Consulting Services
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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-11-2022
- Office Locations
- 1
Office Locations
About Mann Financial Consulting Services
Mann Financial Consulting Services is a Chattanooga-based, fee-only, fiduciary planning and wealth management firm serving professionals, entrepreneurs, small business owners, and families, including first-time investors and legacy-focused clients. The firm delivers holistic planning—cash flow and debt/credit strategies, insurance and asset protection, retirement and estate/legacy planning—and builds diversified investment portfolios aligned to client goals. Led by Certified Behavioral Financial Advisor Frenise Mann.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Frenise Ladawn Mann
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #6972542
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,138,608 | -- |
| Total | $1,138,608 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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