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Darren Munn

Munn Wealth Management, LLC
23 Years of Experience
Maumee, OH
Sells Insurance
View SEC Summary
View SEC Summary

Darren Munn is a CFA-designated registered investment advisor at Munn Wealth Management, LLC, based in Maumee, OH, with 23 years of industry experience. Darren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 745 clients with $240M in assets under management.

Munn Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
745 clients
Average Client Portfolio
$325K average
Assets Under Management
$242.3M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable and generally range from 0.50% to a maximum of 2.00%. Fees are separate from and in addition to any fees payable to other managers, including Camelot Portfolios LLC.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

1700 Woodlands Dr, Suite 100, Maumee, OH, 43537

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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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Other Business ActivitiesSells Insurance

Darren is involved in several business activities, including commercial real estate rental, financial planning/consulting through Camelot Portfolios LLC and Munn Wealth Management, and property management. He also serves on the boards of Toledo Christian Schools Foundation, Effective Give, and One Voice Foundation, and sells life insurance.

Employment History
Current Registrations
Munn Wealth Management, LLC
September 2017 - Present · 9 yrs 1 mo
Camelot Portfolios, LLC
August 2010 - Present · 16 yrs 2 mos
Previous Registrations
Atlantis Wealth Advisors LLC
September 2017 - December 2023 · 6 yrs 3 mos
Camelot Portfolios, LLC
March 2008 - January 2010 · 1 yr 10 mos
Next Financial Group, INC.
June 2003 - April 2015 · 11 yrs 10 mos
State Registrations1 state
OH
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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