# Thomas Manetta

> Thomas Manetta is a fee-only financial advisor at Manetta Wealth Management in San Ramon, California. Thomas charges a percentage of assets (1% a year on the first tier of assets managed and a $500,000 asset minimum) and focuses on small business owners, retirement planning and retirement with concentrated positions.

Page: https://find.wellspent.co/advisors/thomas-manetta/
Built from public directory listings; last checked April 25, 2026.

## Facts

- **Firm:** Manetta Wealth Management
- **Based in:** San Ramon, California
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed; a $500,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $25M - $100M
- **Specialties:** Small business owners, Retirement planning, Retirement with concentrated positions, Equity compensation, Tax planning, Estate & legacy planning
- **Works with:** High earners, Founders, Pre-retirees, Early-career professionals, Retirees, Executives
- **CRD:** 4709940 (https://adviserinfo.sec.gov/individual/summary/4709940)
- **SEC registration:** Investment adviser representative
- **Exams passed:** Series 63 (2004), Series 66 (2004)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** www.manettawealth.com

## About

I am an independent registered investment advisor who custodies client assets at Altruist. I offer conflict free advice to protect my clients best interests and I pride myself on “helping, without hurting” to achieve the best outcomes for my valued clients.

## Frequently asked questions

### Is Thomas Manetta a fee-only financial advisor?

Yes. Thomas Manetta is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Thomas's firm.

### How does Thomas charge for financial advice?

Thomas charges a percentage of assets.

### How much does Thomas charge?

According to Manetta Wealth Management's website, checked October 28, 2026: 1% a year on the first tier of assets managed; a $500,000 asset minimum.

### Where is Thomas Manetta based?

Thomas Manetta is based in San Ramon, California.

### What does Thomas specialize in?

Thomas's specialties include small business owners, retirement planning, retirement with concentrated positions, equity compensation, tax planning and estate & legacy planning. Thomas works with high earners, founders, pre-retirees, early-career professionals and retirees.

### Is Thomas Manetta registered with the SEC?

Yes. Thomas Manetta is registered as an investment adviser representative (CRD 4709940), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.

### How much does Manetta Wealth Management manage?

Manetta Wealth Management reports $25M - $100M in assets under management.

### How do I contact Thomas Manetta?

Through Thomas's website, www.manettawealth.com.

## Sources

- Public advisor directory: listed as fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.manettawealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.