Manuka Financial is a flat fee-only financial advisory firm based in Richmond, VA, serving clients locally and nationwide. With over a decade of experience, their team of professionals holds certifications such as CPA, PFS, and CFP, ensuring that they provide comprehensive retirement planning, investment management, and tax planning services. As fiduciaries, they always act in the best interests of their clients, offering a high level of proactive service and personalized guidance to help individuals and families successfully transition into retirement.
With a commitment to transparency and minimizing conflicts of interest, Manuka Financial charges a flat fee for their services, regardless of the client's retirement savings. Their upfront fee of $950, along with a quarterly fee of $2,650, covers ongoing financial planning, tax planning, and investment management. By eliminating financial incentives tied to specific recommendations, they prioritize unbiased advice and focus on helping clients achieve their retirement goals without any hidden agendas.
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