DA
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
796 clients
Average Client Portfolio
$263K average
Assets Under Management
$209.6M
Fee Structure
Financial Plan Fee:$250 - $5,000
Financial planning fees range from $250 to $5,000, depending on the complexity of the plan and are negotiable. Tax preparation fees range from $100 to $2,000 and are also negotiable. Asset management fees range from 0.50% to 2.00% and are separate from any fees payable to other managers, including Camelot Portfolios LLC. Fees are negotiable and family billing is available.
Areas of Practice
Investment ManagementFinancial Planning & CoachingTax PlanningRetirement PlanningEstate Planning
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Advisor Information
Office location
1700 Woodlands Drive, Suite 100, Maumee, OH, 43537
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Munn Wealth Management, LLC
January 2019 - Present · 7 yrs
State Registrations2 states
OHTX
Advisor
Exams
No exam information available for this advisor.