Firm
Manna Wealth Management
Miami Beach, Florida
Fee-only
Manna Wealth Management at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 2 employees and 614 individual clients, 32 of them high net worth.
- Its average account is about $238,000 (assets it manages divided by its 615 accounts).
- It works with clients virtually as well as in person.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Miami Beach, Florida |
|---|---|
| Website | mannawealthmanagement.com |
| [email protected] | |
| Phone | (305) 306-7107 |
Manna Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $500,000 |
|---|
In the firm's words
"Typically, our wealth management clients will have a portfolio of at least $500,000 in investable assets." source
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 |
|---|---|
| Assets managed | $146 million |
| Individual clients | 582 |
| High-net-worth clients | 32 |
| Accounts managed | 615 |
| Employees | 2 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-130884) |
| Financial planning | Offered |
| Form ADV filed | October 23, 2026 |
| SEC record | CRD 332313 |