Giancarlo Diaz-Munio Mendez
Freedom Advisory · Guaynabo, Puerto Rico
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.
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Facts
| Firm | Freedom Advisory |
|---|---|
| Based in | Guaynabo, Puerto Rico |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $880.6M across 938 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PR, TX · CRD 6309159 |
| Exams passed | Series 65 (2013) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.freedom-advisory.com |
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Questions about Giancarlo
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.
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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