Aaron Munoz
Cerda Munoz Advisors · Whittier, California
Aaron Munoz is a fee-only financial advisor at Cerda Munoz Advisors in Whittier, California, who holds the CFP credential. Cerda Munoz Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Cerda Munoz Advisors |
|---|---|
| Based in | Whittier, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $265.7M across 902 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2706327 |
| Exams passed | Series 63 (1997) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.btcocpa.com/wealth |
| Profile |
How Aaron's firm compares
- Cerda Munoz Advisors's average account is about $295,000, from its Form ADV (assets managed divided by 902 accounts).
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Questions about Aaron
Is Aaron Munoz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Aaron holds no broker registration, and Cerda Munoz Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Aaron charge for financial advice?
Aaron's firm, Cerda Munoz Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Aaron Munoz based?
Aaron Munoz is based in Whittier, California.
What credentials does Aaron Munoz hold?
Aaron Munoz holds the CFP credential.
Is Aaron Munoz registered with the SEC?
Yes. Aaron Munoz is registered as an investment adviser representative in CA (CRD 2706327), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cerda Munoz Advisors manage?
Cerda Munoz Advisors reports $265.7M across 902 accounts in assets under management.
How do I contact Aaron Munoz?
Through Aaron's website, www.btcocpa.com/wealth.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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