Brian Munoz
Financial Rounds · Cincinnati, Ohio
Brian Munoz is a fee-only financial advisor at Financial Rounds in Cincinnati, Ohio. Brian charges an ongoing planning fee (ongoing planning from $6,000 a year) and focuses on physicians & residents and student loans.
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Specialties
Who they serve
- Physicians
Facts
| Firm | Financial Rounds |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $6,000 a year |
| Assets under management | $211.3M across 610 accounts |
| SEC registration | Investment adviser representative in OH · CRD 5806691 |
| Exams passed | Series 65 (2022) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.financialrounds.com |
Request an introduction to Brian
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Questions about Brian
Is Brian Munoz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Financial Rounds reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian charges an ongoing planning fee.
How much does Brian charge?
According to Financial Rounds's website, checked October 30, 2026: ongoing planning from $6,000 a year.
Where is Brian Munoz based?
Brian Munoz is based in Cincinnati, Ohio.
What does Brian specialize in?
Brian's specialties include physicians & residents and student loans. Brian works with physicians.
Is Brian Munoz registered with the SEC?
Yes. Brian Munoz is registered as an investment adviser representative in OH (CRD 5806691), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Rounds manage?
Financial Rounds reports $211.3M across 610 accounts in assets under management.
How do I contact Brian Munoz?
Through Brian's website, www.financialrounds.com.
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
- Financial Rounds website : specialties, clients served, and fees, checked October 30, 2026
- 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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