# Andre Toce

> Andre Toce is a fee-only financial advisor at Toce Financial Group in Mandeville, Louisiana. Andre focuses on tax planning and estate & legacy planning. Toce Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/andre-toce/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Toce Financial Group
- **Based in:** Mandeville, Louisiana
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $19.2M across 129 accounts
- **Specialties:** Tax planning, Estate & legacy planning
- **CRD:** 6233957 (https://adviserinfo.sec.gov/individual/summary/6233957)
- **SEC registration:** Investment adviser representative in LA
- **Exams passed:** Series 65 (2016)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.tocefinancial.com

## Frequently asked questions

### Is Andre Toce a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Andre holds no broker registration, and Toce Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Andre charge for financial advice?

Andre's firm, Toce Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Andre Toce based?

Andre Toce is based in Mandeville, Louisiana.

### What does Andre specialize in?

Andre's specialties include tax planning and estate & legacy planning.

### Is Andre Toce registered with the SEC?

Yes. Andre Toce is registered as an investment adviser representative in LA (CRD 6233957), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Toce Financial Group manage?

Toce Financial Group reports $19.2M across 129 accounts in assets under management.

### How do I contact Andre Toce?

Through Andre's website, www.tocefinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6233957): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.tocefinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.