MP
CFP · PFS
MP
CFP · PFS

Michael Powers

15 Years of Experience
Richmond, VA

Michael Powers is a CFP, PFS-designated registered investment advisor at Manuka Financial, based in Richmond, VA, with 15 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 56 clients with $220M in assets under management.

Compensation
Fixed/Hourly
Firm Size
2 advisors
Number of Clients
56 clients
Average Client Portfolio
$3.9M average
Assets Under Management
$218.1M

Fee Structure

Planning is included in investment management

Manuka Financial includes investment management services as part of their ongoing comprehensive financial planning fee. There is no additional investment management fee charged.

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Michael Powers

Location

Richmond, VA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Manuka Financial
May 2021 - Present · 5 yrs
Previous Registrations
Verus Financial Partners
July 2014 - May 2021 · 6 yrs 10 mos
Shankervalleau Wealth Advisors, INC.
June 2012 - August 2014 · 2 yrs 2 mos
Ameriprise Financial Services, INC.
October 2010 - May 2012 · 1 yr 7 mos
State Registrations3 states
CATXVA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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Michael Powers