MANUKA FINANCIAL
SEC RegisteredWe help you retire for a flat fee.
About the firm
Manuka Financial helps clients navigate turning points in their lives with personalized financial strategies tailored to their goals, focusing on tax, financial, and investment planning. The firm charges a simple, bracket-based flat fee rather than a percentage of assets. It intentionally limits the number of households it serves to maintain a high level of proactive service.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, tax planning, financial planning, and investment planning, delivered for a fixed flat fee with user-friendly account access showing net worth, probability of success, effective tax rate, investment allocation, liquidity, and goals.
Who they serve
Individuals and families saving for or approaching retirement, served virtually nationwide from Richmond, VA.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 6 | $4.0M |
| High Net Worth Individuals | 50 | $214M |
2 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of February 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MANUKA FINANCIAL has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.