Gianni Toce
Toce Financial Group · Mandeville, Louisiana
Gianni Toce is a fee-only financial advisor at Toce Financial Group in Mandeville, Louisiana. Gianni focuses on tax planning and estate & legacy planning. Toce Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Toce Financial Group |
|---|---|
| Based in | Mandeville, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $19.2M across 129 accounts |
| SEC registration | Investment adviser representative in LA · CRD 7440185 |
| Exams passed | Series 65 (2021) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.tocefinancial.com |
How Gianni's firm compares
- Toce Financial Group's average account is about $149,000, from its Form ADV (assets managed divided by 129 accounts).
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Questions about Gianni
Is Gianni Toce a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gianni 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 Gianni charge for financial advice?
Gianni's firm, Toce Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Gianni Toce based?
Gianni Toce is based in Mandeville, Louisiana.
What does Gianni specialize in?
Gianni's specialties include tax planning and estate & legacy planning.
Is Gianni Toce registered with the SEC?
Yes. Gianni Toce is registered as an investment adviser representative in LA (CRD 7440185), 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 Gianni Toce?
Through Gianni's website, www.tocefinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Toce Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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