Michael Munson
MYeCFO · La Jolla, California
Michael Munson is a fee-only financial advisor at MYeCFO in La Jolla, California, who holds the CFA credential. Michael focuses on tax planning and equity compensation. MYeCFO reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- High earners
Facts
| Firm | MYeCFO |
|---|---|
| Based in | La Jolla, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $263.4M across 187 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, TX · CRD 4355972 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | myecfo.com |
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Questions about Michael
Is Michael Munson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and MYeCFO reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, MYeCFO, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Munson based?
Michael Munson is based in La Jolla, California.
What does Michael specialize in?
Michael's specialties include tax planning and equity compensation. Michael works with high earners.
What credentials does Michael Munson hold?
Michael Munson holds the CFA credential.
Is Michael Munson registered with the SEC?
Yes. Michael Munson is registered as an investment adviser representative in CA and TX (CRD 4355972), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MYeCFO manage?
MYeCFO reports $263.4M across 187 accounts in assets under management.
How do I contact Michael Munson?
Through Michael's website, myecfo.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
- MYeCFO 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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