Mansa Wealth Advisory, LLC

Fixed/Hourly

Mansa Wealth Advisory provides comprehensive financial planning services to individuals, including high net-worth clients and business owners. The firm focuses on financial planning rather than managing investment portfolios directly. Areas of guidance include cash flow and debt management, college savings, employee benefits optimization, estate planning, goal setting, insurance review, investment analysis, retirement planning, risk management, and tax planning strategies. Mansa Wealth Advisory is led by founder and principal O'Neal Speaks, who operates the firm in conjunction with an affiliated certified public accounting practice, S.O. Speaks CPA, PLLC.

Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

  • Hourly financial planning — $275 per hour, billed in 15-minute increments, covering cash flow, retirement, tax planning, estate coordination, and other financial topics.
Hourly Rate:$275/hr
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Location

1 Advisors at this firm

Mansa Wealth Advisory, LLC - Fees, AUM & Advisors | TrueAdvisor