Hilberto Cerda
Cerda Munoz Advisors · Whittier, California
Hilberto Cerda 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 4909553 |
| Exams passed | Series 63 (2006) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.btcocpa.com/wealth |
How Hilberto'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 Hilberto
Is Hilberto Cerda a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Hilberto 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 Hilberto charge for financial advice?
Hilberto's firm, Cerda Munoz Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Hilberto Cerda based?
Hilberto Cerda is based in Whittier, California.
What credentials does Hilberto Cerda hold?
Hilberto Cerda holds the CFP credential.
Is Hilberto Cerda registered with the SEC?
Yes. Hilberto Cerda is registered as an investment adviser representative in CA (CRD 4909553), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Cerda Munoz Advisors manage?
Cerda Munoz Advisors reports $265.7M across 902 accounts in assets under management.
How do I contact Hilberto Cerda?
Through Hilberto'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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