Munoz Group

Overview

Munoz Group is organized as a limited liability company under individual ownership and provides financial planning services alongside accounting and law-firm related activities. The firm charges clients on an hourly or fixed-fee basis rather than on an asset-under-management fee schedule. It is not identified as a capital allocator and does not report active ESG investing or multi-state advisory registration. Given the mix of business activities listed — accountant and law firm in addition to financial planning — the firm appears oriented toward consultative, fee-for-service engagements rather than running pooled investment vehicles or managing client assets on a custodial/advisory platform.

Assets & Accounts

Investments & Alternatives

Location & Offices