Firm
Manuka Financial, LLC
Richmond, Virginia
Fee-only
Manuka Financial, LLC at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 56 individual clients, 50 of them high net worth.
- Its average account is about $862,000 (assets it manages divided by its 253 accounts).
- Its ongoing planning fee starts at $20,000 a year, above the Virginia median of $4,992.
- It works with clients virtually as well as in person.
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Richmond, Virginia |
|---|---|
| Website | manukafinancial.com |
| [email protected] | |
| Phone | (804) 293-0397 |
Manuka Financial, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $20,000 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"Up to $5M $20,000" source
"Up to $5M $20,000" source
"Fees listed above are annualized, billed quarterly in advance" 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 | Fixed fees |
|---|---|
| Assets managed | $218 million |
| Individual clients | 6 |
| High-net-worth clients | 50 |
| Accounts managed | 253 |
| Employees | 2 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-130599) |
| Financial planning | Offered |
| Form ADV filed | February 23, 2026 |
| SEC record | CRD 313528 |