Advisor at Maranantha Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Maranantha Financial
Location
Ventura, CA
Credentials
CFP®, Series 66
Industry experience
18 years
Michael Anderson is a CFP® with 18 years of industry experience and the principal of Maranantha Financial in Ventura, CA. He has worked at several firms, including KIPP Financial Group and NPB Financial Group, and has operated Maranantha Financial since 2016. In addition to his advisory work, Anderson teaches part-time in the business department at Ventura County Community College. Maranantha Financial provides discretionary investment management, comprehensive financial planning, and consulting services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm primarily uses passive investment strategies with index funds and ETFs and offers fee-based seminars and speaking engagements.
Based on Maranantha Financial
Based on Maranantha Financial
$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
Ventura, CA
California · Oregon
Keep It Simple Financial Planning
2021 - Present (5 years)
Maranantha Financial
2016 - Present (10 years)
KIPP Financial Group, Inc.
2015 - 2016 (1 year)
NPB Financial Group, LLC
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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.
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Diegelman Capital Advisors
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