Maner Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$194,498,480
Clients
451
Advisors
3
of 3 employees
About
Maner Wealth, LLC is an SEC-registered investment adviser that manages approximately $299 million for a mix of individual clients (including high-net-worth individuals) and institutional retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and turnkey retirement-plan services for plan sponsors and participants.
Its investment approach is primarily a “fund-of-funds” model using ETFs and mutual funds, with model portfolios and rebalancing overseen by Maner Wealth or selected subadvisers such as Advisory Alpha (CRD# 158282). The firm also uses subadvisory relationships and a fee-based variable annuity platform (with access to more than 350 subaccounts) and provides ongoing monitoring and plan-level fiduciary services under 3(38) and 3(21) arrangements.
Maner Wealth is notable for its business affiliations and service breadth: the firm’s principal owners include the accounting firm Maner, Costerisan & Ellis, PC and some advisers are also licensed insurance agents and tax preparers, which creates potential conflicts disclosed in the brochure. Ownership interests in a 1031 qualified intermediary (AZM Investments, Inc.) and private capital firms (Altruis Capital entities), plus the firm’s acceptance of commissions for insurance-based products and use of related services, distinguish its mix of advisory, tax, insurance, and qualified-intermediary activities from many peers.
Client services
Expertise
Fee options
Fixed fee financial planning from $500 to $5,000; monthly fixed fees of $100 or $200
0.15% - 1.5%
Advisers may accept commissions from insurance-based products, separate from advisory fees
Hourly Financial Planning fees between $50 and $400 per hour
Ongoing financial planning monthly fixed fees of $100 or $200 per month
Minimum fee: Minimum annual fee of at least $5,000.00, negotiable Fee-only: Financial Planning fees: Hourly between $50 and $400; Fixed Fee between $500 and $5,000; Monthly fees of $100 or $200
Main office
2425 E. Grand River Ave. Ste. 1
Lansing MI 48912
Advisors at this office
3
Most active in
Michigan · Wisconsin
Also doing business as
Maner Wealth · Maner Wealth, LLC
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Advisors at this firm
Nathan W
Series 63, Series 65
Lansing, MI
Maner Wealth
Nathan Whitson is a financial advisor with Maner Wealth, LLC in Lansing, MI, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Triad Advisors, LLC, Michigan Money Management Advisers, LLC, and Invest Financial Corp. Outside of his advisory work, he has experience as an insurance agent and has owned a hobby house rentals and retreats business. Maner Wealth provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, and institutional sponsors. The firm employs a fund of funds approach with model portfolios and may use subadvisers to align investment styles with client objectives, also offering fiduciary services for retirement plans.
Richard T
PFS™, Series 66
Lansing, MI
Maner Wealth
Richard Tanke is a financial advisor at Maner Wealth, LLC with 22 years of industry experience. He holds the PFS™ and Series 66 designations. In addition to his advisory role, he is a principal and CPA at Maner Costerisan, PC, a CPA firm based in Lansing, MI. Maner Wealth provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, and institutional sponsors, including retirement plans. The firm employs a “fund of funds” approach with model portfolios, subadvisory relationships, and fiduciary services tailored to client objectives.
Steven G
Series 65
Lansing, MI
Maner Wealth
Steven Guipe is a financial advisor at Maner Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Maner Wealth since 2021. His prior roles include positions at CG Financial Services, North Salem State Bank, and experience in educational and community organizations. Maner Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, and institutional sponsors. The firm employs a fund-of-funds approach with model portfolios and may use subadvisers to align manager styles with client objectives.
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