FM
CFP

Faustino Theodore Munoz

3 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
12 advisors
Number of Clients
918 clients
Average Client Portfolio
$470K average
Assets Under Management
$431.7M

Fee Structure

Financial Plan Fee:$0 - $15,000
Hourly Rate:$125 - $500/hr

Fees for Unified Managed Accounts and asset management range from 0.50% to 2.00% annually, based on the market value of assets. Financial planning fees can be hourly ($125-$500/hour) or fixed (typically $0-$15,000, but can exceed $100,000 in special circumstances). Financial consulting is done on a fixed fee basis ($500-$4,000 per annum). Fees are negotiable and depend on the complexity of the plan. Trading costs may vary from 0.02% to 0.15%.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management
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Advisor Information

Office location

23 Inverness Center Parkway, Birmingham, AL, 35242

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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 9 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 | AdvisorDiscover