FM
CFP
FM
CFP

Faustino Theodore Munoz

3 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
918 clients
Average Client Portfolio
$470K average
Assets Under Management
$431.7M

Fee Structure

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Location

23 Inverness Center Parkway, Birmingham, AL, 35242

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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
Oneascent Wealth Management
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Thrivent Investment Management INC.
April 2022 - April 2024 · 2 yrs
Thrivent Investment Management INC.Broker
March 2022 - April 2024 · 2 yrs 1 mo
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Faustino Theodore Munoz - Financial Advisor | TrueAdvisor