Aaron Munoz is a CFP-designated registered investment advisor at Cerda Munoz Advisors, INC, based in Whittier, CA, with 13 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 601 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cerda Munoz Advisors charges a percentage of the value of your investments. The exact percentage can vary depending on your circumstances, but it typically falls between 0.60% and 1.50% per year. This fee is calculated at the end of each calendar quarter. Fees are deducted directly from client accounts with their consent.
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.
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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.