Firm
Toce Financial Group
Mandeville, Louisiana
Fee-only
Toce Financial Group at a glance
- One of 63 fee-only firms based in Louisiana in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 3 employees and 129 individual clients.
- Its average account is about $149,000 (assets it manages divided by its 129 accounts).
Facts
| Based in | Mandeville, Louisiana |
|---|---|
| Website | tocefinancial.com |
| Phone | (337) 281-6115 |
Toce Financial Group fees
Toce Financial Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $19 million |
| Individual clients | 129 |
| Accounts managed | 129 |
| Employees | 3 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | October 7, 2026 |
| SEC record | CRD 297965 |