Maranantha Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,673,031
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
60
8% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
60
Average account size
$144,551
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
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
General estate planning guidance
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 location
Maranantha Financial
Ventura CA, United States
Number of offices
1
Most active in
Maranantha Financial has reported serving >5 clients in these states in the last 12 months.
California · Oregon
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
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