Manion Financial Solutions LLC
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About
Manion Financial Solutions LLC provides fee-only financial planning primarily for individuals and high-net-worth clients through comprehensive, ongoing, and project-based engagements. The firm also offers business-planning and employee-benefits consulting for business owners and conducts educational seminars for groups.
The adviser combines multiple analytical approaches — including fundamental, technical, cyclical, charting analysis, and Modern Portfolio Theory — when making investment recommendations and can tailor portfolios to include socially responsible strategies at a client’s request. It delivers written plans and implementation advice but does not exercise investment discretion or execute trades on clients’ behalf; clients retain responsibility for selecting custodians and implementing recommendations.
Compared with many independent solo advisers, the firm reports $0 in assets under management and does not provide discretionary portfolio management or rely on percentage-of-AUM fees. Its emphasis on business-owner consulting, employee-benefits work, and public educational seminars is an additional distinguishing element relative to typical peers.
Client services
Expertise
Fee options
Comprehensive Financial Plan fixed fee up to $10,000; Project-Based Financial Planning fixed fee range $0 to $10,000; Educational Seminars fee range $0 to $1,000 per seminar; Ongoing Financial Planning recurring fixed fee $0 to $1,000 per month.
Project-Based Financial Planning hourly rate of $200/hr.
Ongoing Financial Planning recurring fixed fee paid monthly in advance, ranging from $0 to $1,000.
Fee-only: All compensation is fee-only, with no commissions or sales-related compensation received.
Main office
Ligonier PA
Advisors at this office
1
Most active in
California · Pennsylvania
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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