Manuka Financial, LLC
Navigate life's turning points with confidence
Life is a journey filled with significant milestones and unexpected changes. Whether you're planning for retirement, managing sudden wealth, or embracing a new chapter, we're here to guide you every step of the way.
We help answer your most pressing financial questions for a fixed, simple fee.
Rather than charging a percentage of your assets—which can climb higher and higher as your portfolio grows—we use a simple, bracket-based flat fee. For example, if your assets fall between $2M and $5M, you pay one consistent fee; from $5M to $10M, there’s a single fee for that range, and so on. This approach eliminates the uncertainty of percentage-based fees, giving you clarity and control over what you pay—no matter how much your investments grow.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.