Manchester Financial Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,024,836,446
Clients
1,018
Advisors
11
across 2 offices
About
Manchester Financial provides portfolio management, financial planning, limited consulting, and 1031 exchange consulting to individuals, high‑net‑worth clients, retirement plans, corporations, trusts, and other organizations. The firm also offers management of participant‑level retirement ("held‑away") accounts via a third‑party platform (Pontera) and may refer clients to separately managed accounts or private offerings.
Manchester Financial builds individualized asset‑allocation strategies and typically manages accounts on a discretionary basis, using model allocations and a combination of long‑term diversification with occasional short‑term trading. The firm charges percentage‑of‑AUM advisory fees and may permit borrowing (margin) on a rare, case‑by‑case basis or place assets with SMAs when deemed appropriate.
Distinctive features include an affiliated insurance agency that earns commission‑based compensation for insurance products and the potential to receive performance‑based fees when qualified clients invest in private offerings or pooled funds associated with firm principals. The firm also provides DST‑focused 1031 exchange consulting and uses the Pontera platform to link and rebalance held‑away participant accounts, practices that are less common among similar team‑style advisers.
Client services
Expertise
Fee options
Flat fees charged for 1031 exchange consulting services based on scope, size and complexity
Up to 1.25% annually
Commission-based compensation from insurance products purchased through the firm, separate from advisory fees
$250 to $500 per hour depending on consulting services and complexity
Performance-based fees may be charged for certain private offerings as disclosed in offering materials
Account minimum: $500,000
Main office
See office2815 Townsgate Road, Suite 100
Westlake Village CA 91361
Advisors at this office
10
Offices (2)
Most active in
Arizona · California · Colorado · Florida · Idaho · Nevada · New Hampshire · New York · North Carolina · Oregon · Tennessee · Texas · Utah · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)