Mangrove Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mangrove Advisors provides personalized financial planning and wealth management to individuals, families, and business owners. Services described in the brochure include cash-flow and retirement planning, estate and insurance reviews, and investment advice covering mutual funds, ETFs, REITs, equities, fixed income and, for eligible clients, private or alternative investments.
The firm’s investment approach blends fundamental analysis, passive indexing, and modern portfolio theory with a preference for long-term holdings and only occasional short-term trades. Mangrove Advisors delivers services on a non-discretionary basis, obtaining client approval for each transaction and conducting periodic (at least quarterly) portfolio reviews.
Noteworthy aspects include that the firm is a small, recently established state-registered RIA with the principal working full time for the business, and it routinely requires clients to custody assets with institutional custodians and participate in those custodians’ institutional platforms. The firm also offers standalone financial planning and hourly consulting arrangements as alternatives to managed accounts, and it states it may advise on private investments while not providing discretionary management for such holdings.
Client services
Expertise
Occupation focus
Fee options
Financial plan construction fee between $3,000 and $10,000
$0 - $999,999: 1.25% $1,000,000 - $4,999,999: 1.00% $5,000,000 - $9,999,999: 0.75% $10,000,000+: 0.50%
Hourly consulting fees ranging from $400 to $500, negotiable
Account minimum: $500,000 Minimum fee: Fixed Fee ranging from $250 to $2,000 monthly (for accounts under $500,000) Fee-only: Fixed financial planning fees from $3,000 to $10,000; hourly consulting fees $400-$500 per hour
Main office
Santa Monica CA
Advisors at this office
1
Most active in
California
Also doing business as
Mangrove Advisors, LLC · Sagion, Pablo · Sagion, Pablo, Antonio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
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.
Forms ADV
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”)