Janet Gerlings
Mana Financial Life Design · Glendale, California
Janet Gerlings is a fee-only financial advisor at Mana Financial Life Design in Glendale, California, who holds the CFP credential. Mana Financial Life Design reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Janet →
Facts
| Firm | Mana Financial Life Design |
|---|---|
| Based in | Glendale, California |
| 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 6721739 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.manafld.com |
How Janet's firm compares
- Mana Financial Life Design's average account is about $226,000, from its Form ADV (assets managed divided by 470 accounts).
Request an introduction to Janet
Tell Janet a little about what you're looking for. Janet isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Janet
Is Janet Gerlings a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Janet 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 Janet charge for financial advice?
Janet's firm, Mana Financial Life Design, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Janet Gerlings based?
Janet Gerlings is based in Glendale, California.
What credentials does Janet Gerlings hold?
Janet Gerlings holds the CFP credential.
Is Janet Gerlings registered with the SEC?
Yes. Janet Gerlings is registered as an investment adviser representative in CA (CRD 6721739), 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 Janet Gerlings?
Through Janet'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.
See something wrong? Request a correction. Read our methodology.