Maner Wealth

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Client assets under management

$172,515,175

Clients

650

9% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

217

Very High

Average account size

$265,408

About

Maner Wealth, LLC provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, and institutional sponsors, including defined contribution and defined benefit retirement plans. Services include portfolio management using mutual funds, ETFs, and other securities, financial planning (hourly, fixed, or ongoing), and subadvisory relationships where the firm may hire third‑party managers on behalf of clients.

The firm generally implements a “fund of funds” approach with model portfolios (including allocations from Advisory Alpha, LLC), regular monitoring, and portfolio rebalancing; it may use subadvisers to match manager style to client objectives and offers 3(38) or 3(21) fiduciary services for retirement plans. Maner Wealth also supports access to variable annuity platforms, market‑linked CDs, and other product types as part of its diversification and retirement-plan offerings.

Distinctive features disclosed in the brochure include an ownership affiliation with the accounting firm Maner, Costerisan & Ellis, PC and that some advisers provide tax preparation or CPA-related services, as well as ownership interests in a 1031 qualified intermediary (AZM Investments, Inc.) and private capital firms (Altruis Capital entities). The firm also discloses that some representatives are licensed insurance agents and may accept commissions for insurance‑based products (including variable annuities), and it states how those relationships and any resulting conflicts are disclosed to clients.

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)

Fee options

Fixed

Fixed fee financial planning between $500 and $5,000; Monthly ongoing financial planning fees of $100 or $200 per month

Percentage

0.15% - 1.5% annually

Commissions

Advisers may accept commissions on insurance-based products; outside compensation, separate from advisory fees

Project-based

Hourly financial planning fees between $50 and $400 per hour

Other

Minimum fee: Minimum annual fee of $5,000.00 Fee-only: Hourly financial planning fees between $50 and $400 per hour; Fixed fee financial planning between $500 and $5,000; Monthly fixed financial planning fees of $100 or $200 per month

Main office location

Maner Wealth

2425 E. Grand River Ave. Ste. 1

Lansing MI 48912, United States

Number of offices

Most active in

Michigan · Wisconsin

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

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.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 517-323-7500

Advisors at this firm

Nathan W

Series 63, Series 65

Lansing, MI

Maner Wealth

Nathan Whitson is a financial advisor with Maner Wealth, LLC in Lansing, MI, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Triad Advisors, LLC, Michigan Money Management Advisers, LLC, and Invest Financial Corp. Outside of his advisory work, he has experience as an insurance agent and has owned a hobby house rentals and retreats business. Maner Wealth provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, and institutional sponsors. The firm employs a fund of funds approach with model portfolios and may use subadvisers to align investment styles with client objectives, also offering fiduciary services for retirement plans.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)

Richard T

PFS™, Series 66

Lansing, MI

Maner Wealth

Richard Tanke is a financial advisor at Maner Wealth, LLC with 22 years of industry experience. He holds the PFS™ and Series 66 designations. In addition to his advisory role, he is a principal and CPA at Maner Costerisan, PC, a CPA firm based in Lansing, MI. Maner Wealth provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, and institutional sponsors, including retirement plans. The firm employs a “fund of funds” approach with model portfolios, subadvisory relationships, and fiduciary services tailored to client objectives.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)

Steven G

Series 65

Lansing, MI

Maner Wealth

Steven Guipe is a financial advisor at Maner Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Maner Wealth since 2021. His prior roles include positions at CG Financial Services, North Salem State Bank, and experience in educational and community organizations. Maner Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, and institutional sponsors. The firm employs a fund-of-funds approach with model portfolios and may use subadvisers to align manager styles with client objectives.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)

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