Derek Munchow
Augustus Wealth · Long Beach, California
Derek Munchow is a fee-only financial advisor at Augustus Wealth in Long Beach, California, who holds the CFP and ChFC credentials. Derek charges hourly fees, an ongoing planning fee and a one-time planning fee (no asset minimum) and focuses on equity compensation, founders (pre-exit) and tax planning.
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Specialties
Who they serve
- Tech employees
- High earners
Facts
| Firm | Augustus Wealth |
|---|---|
| Based in | Long Beach, California |
| Fee model | Hourly · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $100.2M across 342 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in CA, TX · CRD 4613241 |
| Exams passed | Series 66 (2003) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | augustuswealth.com |
| Profile |
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Questions about Derek
Is Derek Munchow a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Derek holds no broker registration, and Augustus Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Derek charge for financial advice?
Derek charges hourly fees, an ongoing planning fee and a one-time planning fee.
How much does Derek charge?
According to Augustus Wealth's website, checked October 30, 2026: no asset minimum.
Does Derek work with clients virtually?
Yes. Augustus Wealth says on its website that it works with clients remotely.
Where is Derek Munchow based?
Derek Munchow is based in Long Beach, California.
What does Derek specialize in?
Derek's specialties include equity compensation, founders (pre-exit), tax planning and estate & legacy planning. Derek works with tech employees and high earners.
What credentials does Derek Munchow hold?
Derek Munchow holds the CFP and ChFC credentials.
Is Derek Munchow registered with the SEC?
Yes. Derek Munchow is registered as an investment adviser representative in CA and TX (CRD 4613241), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Augustus Wealth manage?
Augustus Wealth reports $100.2M across 342 accounts in assets under management.
How do I contact Derek Munchow?
Through Derek's website, augustuswealth.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
- Augustus Wealth 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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