Firm
Manzanita Wealth Management
West Sacramento, California
Fee-only
Facts
| Based in | West Sacramento, California |
|---|---|
| Website | manzanitawealth.com |
| Phone | (916) 407-5759 |
Manzanita 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.
| Ongoing planning | From $4,000 a year |
|---|---|
| One-time plan | From $4,000 |
| Asset-based fee | 0.25% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Flat fee · Ongoing planning fee · Percentage of assets · One-time plans or projects |
In the firm's words
"The quarterly planning fee starts at $1,000 for single clients and $1,250 for households." source
"Our comprehensive planning service starts at $4,000 for single clients and $5,000 for households." source
"Our fee for this optional service is a fixed 0.25% on assets managed, charged quarterly." source
"No! We have no minimum account size to work with us." 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 · Fixed fees |
|---|---|
| Assets managed | $3 million |
| Individual clients | 8 |
| Financial planning | Offered |
| Form ADV filed | February 2, 2026 |
| SEC record | CRD 332842 |