Aaron Munoz is a CFP-designated registered investment advisor at Cerda Munoz Advisors, INC, based in Whittier, CA, with 14 years of industry experience. Aaron 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 675 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Investment management fee percentages typically range from 0.60% to 1.50% depending on client circumstances.
Fee Estimator
Location
7720 Painter Ave, Suite A, Whittier, CA, 90602
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Aaron works as a tax preparer with Cerda Munoz Advisors, Inc., spending a few hours per week on this activity. The tax preparation services are not investment-related.
Employment History
Current Registrations
Cerda Munoz Advisors, INC
Previous Registrations
Cerda Wealth Management
Louis Barajas, LLC
State Registrations1 state
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
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