Mansa Wealth Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mansa Wealth Advisory is a state‑registered investment adviser in North Carolina that provides comprehensive financial planning services, including retirement planning, tax planning, estate planning, investment analysis, insurance reviews, and employee benefits optimization. The firm also offers educational workshops, seminars, webinars and speaking engagements on personal finance topics; these presentations are educational in nature and do not create an advisory relationship.
When engaged, the firm delivers a written or electronic financial plan tailored to a client's circumstances and bills for planning on an hourly basis; clients are responsible for implementing investment recommendations because the firm does not manage client investment accounts, accept custody, or exercise discretionary authority. The planning process emphasizes coordination across tax, cash‑flow, insurance, and retirement considerations and may incorporate asset allocation principles, fundamental analysis, and tax planning where appropriate.
Mansa Wealth Advisory operates under common ownership and control with an affiliated CPA practice that provides tax preparation, tax planning, bookkeeping, and consulting services, and the principal devotes a substantial portion of professional time to both businesses — a relationship the brochure discloses as a potential conflict of interest. Relative to peers with no active SEC‑registered advisors, the firm is notable for combining public financial education offerings with integrated tax and accounting services for individuals, business owners, and nonprofit clients.
Client services
Expertise
Occupation focus
Fee options
$275 per hour for financial planning services.
Fee-only: Financial planning services charged at $275 per hour, billed in 15-minute increments.
Main office
Charlotte NC
Advisors at this office
1
Most active in
North Carolina
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
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