Cerda Munoz Advisors, Inc fees
Financial planner in Whittier, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Cerda Munoz Advisors, Inc (Whittier, CA) charges $300 an hour and a flat or project fee of $3,600-$15,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change.
- Hourly rate
- $300/hr
Matches the California median of $300; 42% of the 524 other planners in California that publish an hourly rate charge less. The one other planner in Whittier charges more.
“If client’s circumstances change during the course of our engagement, there may be an additional fee billed at our hourly rate of $300.”
- Flat or project fee
- $3,600-
$15,000 Runs from below the California median of $5,000 to above it.
“Financial Planning fees can range from $3,600 to $15,000 depending on the complexity of the plan.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab), CPA, and EA
- Brochure mentions virtual meetings
- Yes
- Team size
- 7 employees
How Cerda Munoz Advisors, Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All fees are prorated based on the number of calendar days remaining in the quarter.”
- “Upon termination of any account, any prepaid, unearned fees will be promptly refunded and any earned, unpaid fees will be due and payable.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 659
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $266 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 31, 2026
- CRD number
- 170784 (opens in new tab)
- Phone
- (562) 222-4525
Registered or notice filed in 2 states: California, Texas
Other planners in Whittier that publish fees
- GL Trust, Inc.WhittierHourly $350-$500/hr, Flat $1,300-$3,000
More planners in California that publish fees
- Sonoma Mountain Financial LLCPetalumaQuarterly $1,688/qtr
- Monograph Wealth Advisors, LLCManhattan BeachHourly from $500/hr
- New Wave Financial ServicesHermosa BeachHourly $400/hr, Flat from $899
- Kruse Financial StrategyPetalumaHourly $300/hr, Flat $3,500-$10,000
- Optimo CapitalSan FranciscoHourly $325-$425/hr
- Luminary Financial PlanningModestoHourly $100-$500/hr, Flat $200-$3,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.