TrueAdvisor
TrueAdvisor
DA
CFP
DA
CFP

Daniel James Acheson

Munn Wealth Management, LLC
6 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingTax PlanningEstate Planning
Munn Wealth Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
796 clients
Average Client Portfolio
$263K average
Assets Under Management
$209.6M

Fee Structure

Financial Planning:Investment management only

Location

1700 Woodlands Drive, 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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Employment History
Current Registrations
Munn Wealth Management, LLC
January 2019 - Present · 7 yrs 1 mo
State Registrations2 states
OHTX
Advisor
Exams
No exam information available for this advisor.