Mantrana Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
—
About
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.
Client services
Financial planning
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Occupation focus
Founder/Business Owner
Fee options
Project-Based Financial Planning fixed fees range from $750 to $6,000; One-time Financial Planning fees are fixed amounts in the range of $1,500 to $4,000
$250 per hour for Project-Based Financial Planning
Fee-only: One-time Financial Planning: $1,500 - $4,000; Ongoing Financial Planning: $2,500 - $6,500; Project-Based Financial Planning: Fixed fees $750 - $6,000, Hourly rate $250; Special Needs Financial Planning: $1,500 - $3,500; Small Business Financial Planning: Annual fees $2,000 - $7,000
Main office location
Mantrana Advisors
Long Valley NJ, United States
Number of offices
1
Most active in
Mantrana Advisors has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
Quick links
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