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Wellspent public graph/Firms/Mann Financial
Firm

Mann Financial

Chattanooga, Tennessee

Fee-only

Mann Financial at a glance

  • One of 180 fee-only firms based in Tennessee in the Wellspent graph.
  • 1 advisor is listed here.
  • Its Form ADV reports 1 employee and 132 individual clients.

Specialties Small business owners · Family wealth transfer · Retirement planning · Estate & legacy planning

Works with Founders · Multi-generational families

Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee

Facts

Based inChattanooga, Tennessee
Websitemannfinancialconsulting.com
Phone(423) 504-5530

Mann Financial fees

What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.

One-time planFrom $100
Asset-based fee1.1% a year on the first tier of assets
How it chargesPercentage of assets · Flat fee

In the firm's words

"$0 - $1,000,000 _________________________ 1.10%" source
"Service fees range between $100 and $15,000." source
"Are based on a negotiated fixed rate between the firm and client." source

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byPercentage of assets · Fixed fees
Assets managed$1 million
Individual clients132
Accounts managed132
Employees1
Planning clients11-25
Financial planningOffered
Form ADV filedSeptember 28, 2026
SEC recordCRD 319566

Advisors at this firm (1)