A complete list of active advisors currently associated with Mantrana Advisors

Warmer can help you find a great advisor at Mantrana Advisors or one who fits your needs even better.

MaNTRANA Advisors provides fee‑only financial planning services — including comprehensive, one‑time, project‑based planning, special needs planning, and small business planning — and does not offer discretionary portfolio management or custody of client assets. The firm’s practice is structured around a very small client base and emphasizes referrals to unaffiliated third‑party professionals when implementation assistance is needed. The firm delivers investment recommendations within the context of financial plans using fundamental analysis, mutual fund/ETF evaluation, asset allocation, and a mix of passive and active strategies, generally oriented toward longer‑term holdings. Clients implement recommendations through their chosen custodians; MaNTRANA does not execute trades for clients or manage assets on a percentage‑of‑assets basis. Distinctive features include a fee structure based on fixed, hourly, project, or recurring flat fees rather than percentage‑of‑AUM compensation, and a substantive special needs planning offering (Special Needs Trust funding strategies, ABLE account review, and Letter of Intent preparation) alongside recurring small‑business planning engagements. The firm is operated by a single principal who maintains full‑time employment outside the advisory business and intentionally does not provide portfolio management for retail individual clients, which differs from most independent advisory firms.

To learn more about the advisors currently working at Mantrana Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.