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Nicholas Munoz

Ironoak Wealth
25 Years of Experience
Cedar Park, TX
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Nicholas Munoz is a registered investment advisor at Ironoak Wealth, based in Cedar Park, TX, with 25 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 332 clients with $160M in assets under management.

Ironoak Wealth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
332 clients
Average Client Portfolio
$488K average
Assets Under Management
$162.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.65%
$1.0M - $5.0M1.00%
$5M+0.65%

Fees are negotiable and accounts within the same household may be combined for a reduced fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1405 Arrow Point Drive, Suite 1004, Cedar Park, TX, 78613

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History

Regulatory History (1)
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Customer Dispute
February 2018
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Nicholas is an insurance agent and managing member at Ironoak Partners, LLC since 2019, providing insurance services and account management. This activity takes minimal time.

Employment History
Current Registrations
Ironoak Wealth
January 2020 - Present · 6 yrs 9 mos
Previous Registrations
Stonewater Wealth Management, INC.
January 2018 - March 2022 · 4 yrs 2 mos
Erben Associates, LLC
November 2017 - January 2018 · 2 mos
M Holdings Securities, INC.Broker
September 2017 - December 2017 · 3 mos
Triad Advisors, INC.Broker
February 2017 - October 2017 · 8 mos
Resources Investment Advisors
April 2016 - October 2017 · 1 yr 6 mos
Wells Fargo Advisors, LLCBroker
January 2015 - April 2016 · 1 yr 3 mos
Wells Fargo Advisors, LLC
January 2015 - April 2016 · 1 yr 3 mos
Investment Professionals, INC.Broker
June 2014 - February 2015 · 8 mos
Investment Professionals, INC.
June 2014 - February 2015 · 8 mos
Park Avenue Securities LLC
June 2010 - July 2014 · 4 yrs 1 mo
Park Avenue Securities LLCBroker
January 2010 - July 2014 · 4 yrs 6 mos
AXA Advisors, LLC
August 2001 - January 2010 · 8 yrs 5 mos
AXA Advisors, LLCBroker
June 2001 - January 2010 · 8 yrs 7 mos
State Registrations1 state
TX
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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Nicholas Munoz - Financial Advisor | TrueAdvisor