# Giancarlo Diaz-Munio Mendez

> Giancarlo Diaz-Munio Mendez is a fee-only financial advisor at Freedom Advisory in Guaynabo, Puerto Rico, who holds the CFP credential. Freedom Advisory reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/giancarlo-diaz-munio-mendez/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Freedom Advisory
- **Based in:** Guaynabo, Puerto Rico
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $880.6M across 938 accounts
- **Credentials:** CFP
- **CRD:** 6309159 (https://adviserinfo.sec.gov/individual/summary/6309159)
- **SEC registration:** Investment adviser representative in PR, TX
- **Exams passed:** Series 65 (2013)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** http://www.freedom-advisory.com

## Frequently asked questions

### Is Giancarlo Diaz-Munio Mendez a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Giancarlo holds no broker registration, and Freedom Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Giancarlo charge for financial advice?

Giancarlo's firm, Freedom Advisory, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Giancarlo Diaz-Munio Mendez based?

Giancarlo Diaz-Munio Mendez is based in Guaynabo, Puerto Rico.

### What credentials does Giancarlo Diaz-Munio Mendez hold?

Giancarlo Diaz-Munio Mendez holds the CFP credential.

### Is Giancarlo Diaz-Munio Mendez registered with the SEC?

Yes. Giancarlo Diaz-Munio Mendez is registered as an investment adviser representative in PR and TX (CRD 6309159), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Freedom Advisory manage?

Freedom Advisory reports $880.6M across 938 accounts in assets under management.

### How do I contact Giancarlo Diaz-Munio Mendez?

Through Giancarlo's website, www.freedom-advisory.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6309159): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.