Munn Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$250⁠-⁠$5,000

“Fixed fee rates vary from $250 to $5,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Munn Wealth Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are negotiable and will depend on the anticipated complexity of your plan.”
• “Camelot Event Driven Fund Discount For clients invested in the Camelot Event Driven Fund, fees payable to Camelot Portfolios will be discounted according to the percentage of the client portfolio invested in that strategy.”
• “Any fees payable to the referring advisor are not subject to the discount unless otherwise arranged between that advisor and the client.”

How Munn Wealth Management, LLC’s fees compare

• Its flat or project fee of $250-$5,000 spans the Ohio median of $3,250. 38% of the 199 other Ohio planners that publish a flat or project fee charge less.
• None of the 3 other planners in Maumee that publish a flat or project fee charge less.

About Munn Wealth Management, LLC

• Firm size: 10 employees.
• Credentials named in the brochure: CFP® and CFA.
• Founded: 2002 (24 years).

Planning areas mentioned in the brochure

• Charitable giving

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

714

Employees

10

Works with

Individuals, high net worth individuals, charities, other investment advisers, businesses, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$242,348,079

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

174414

Website

munnwealth.com (opens in new tab)

Phone

(419) 794-0536

Can advise clients in 10 states: Arizona, Colorado, Florida, Georgia, Illinois, Michigan, Missouri, New Hampshire, Ohio, Texas

Other planners in Maumee that publish fees

• Atlantis Wealth Advisors LLCMaumee$125⁠-⁠$350/hr, Up to $15,000
• Patriot Wealth Planners LLCMaumee$300/hr, $1,000⁠-⁠$5,000
• Tfo Wealth PartnersMaumee$150⁠-⁠$450/hr, $5,000⁠-⁠$25,000
• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr

Compare all 5 planners in Maumee