Erica James
Mana Financial Life Design · St. Louis, Missouri
Erica James is a fee-only financial advisor at Mana Financial Life Design in St. Louis, Missouri, who holds the CFP credential. Mana Financial Life Design reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Mana Financial Life Design |
|---|---|
| Based in | St. Louis, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $106.1M across 470 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7332492 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.manafld.com |
How Erica's firm compares
- Mana Financial Life Design's average account is about $226,000, from its Form ADV (assets managed divided by 470 accounts).
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Questions about Erica
Is Erica James a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Erica holds no broker registration, and Mana Financial Life Design reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Erica charge for financial advice?
Erica's firm, Mana Financial Life Design, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Erica James based?
Erica James is based in St. Louis, Missouri.
What credentials does Erica James hold?
Erica James holds the CFP credential.
Is Erica James registered with the SEC?
Yes. Erica James is registered as an investment adviser representative in CA (CRD 7332492), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mana Financial Life Design manage?
Mana Financial Life Design reports $106.1M across 470 accounts in assets under management.
How do I contact Erica James?
Through Erica's website, www.manafld.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
- 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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