Maranantha Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$8,338,807
Clients
60
Advisors
1
of 1 employees
About
Maranantha Financial provides discretionary portfolio management and a range of financial planning services to individuals (including high‑net‑worth clients), as well as to corporations and charitable organizations. Services described in the brochure include ongoing investment management, selection and oversight of outside money managers, comprehensive financial planning (retainer or fixed‑fee), and advice on retirement, tax, estate, insurance, and business planning.
The firm primarily implements a passive investment approach using low‑cost index mutual funds and ETFs, with asset allocation and tax efficiency as guiding considerations, and may augment client portfolios through outside managers and the Betterment Institutional platform. Account supervision is guided by client-specific investment policy statements, regular reviews, and the firm’s use of fundamental, technical, and charting analysis when performing investment analysis as part of planning engagements.
Compared with many peers, Maranantha Financial notes that it actively serves charitable organizations and conducts seminars and paid speaking engagements (fees disclosed up to $1,250 and with specific cancellation and travel reimbursement terms), practices that are less common among independent advisers. The brochure also emphasizes implementation through third‑party platforms and outside managers, CFP certification, and a mix of retainer and project‑based planning offerings, which together shape a service mix that differs from many similarly sized independent firms.
Client services
Expertise
Fee options
$500 to $5,000 for financial planning fixed fees, negotiated case by case
$0 - $50,000: 1.00% $50,001 - $150,000: 0.85% $150,001 - $300,000: 0.75% $300,001 - $550,000: 0.60% $550,001 - $1,050,000: 0.50% $1,050,001+: Negotiable
$150 to $300 per hour for financial planning in special circumstances
Monthly/quarterly retainer for comprehensive financial planning service
Main office
Ventura CA
Advisors at this office
1
Most active in
California · Oregon
Also doing business as
Anderson, Michael · Maranantha Financial
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
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