What Munn Wealth Management does

Munn Wealth Management, LLC is a fee-only registered investment adviser (RIA) headquartered in Maumee, Ohio, founded by Darren Munn in 1998 and incorporated as Munn Wealth Management in 2002. The firm provides integrated wealth management services to individuals and families, primarily in the Northwest Ohio region, with a stated $200 million in assets under management and a 20-year operating history. Its core offerings span investment management, retirement planning, risk management/insurance analysis, estate planning and wealth transfer, tax reduction strategies, philanthropic strategies, and education planning, with client assets custodied at independent third parties (Goldman Sachs, TradePMR, Interactive Brokers, and Fidelity Investments).

The business model is built on recurring advisory fees calculated as a percentage of assets under management, supplemented by hourly, retainer, and project-based fee arrangements. An affiliated sub-brand, Munn Tax Services, extends the firm into tax preparation and planning. Client acquisition runs through a structured five-step consultative sales motion (initial 15-minute phone meeting, discovery meeting, custom proposal analysis, proposal meeting, and engagement meeting), supported by content marketing (blog, LinkedIn), referrals from co-managing CPAs and attorneys, and a network of 25+ local ministry and community partnerships that reinforce a faith-based, stewardship-oriented brand. The advisory team carries multiple professional designations (CFP, CFA, EA, JD, CRPC) and operates under an investment committee structure led by the CIO.

The firm is privately held by the founding Munn family, with no outside private equity or venture backing and no public listing. Technology infrastructure is limited to standard RIA tooling; there is no proprietary platform, AI/ML system, or public API documented. The competitive position rests on local brand trust, multi-credential advisory depth, and community-rooted referral networks rather than technology differentiation.

Name

Munn Wealth Management

Legal name

Munn Wealth Management, LLC

Website

https://munnwealth.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

11–50 employees

Short description

Munn Wealth Management is a fee-only SEC-registered RIA in Maumee, Ohio, providing investment management, retirement, tax, estate, and financial planning services to individuals and families in the Northwest Ohio region, with $200 million in AUM.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Finance Services (6199)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Tax-Focused Wealth Management RIAs (FSAAACAD), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

Keywords

• Wealth management services
• Investment advisory
• Retirement planning
• Estate planning
• Financial planning

Headquarters

HQ city

Maumee

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Infrastructure

Revenue model

1. Assets Under Management (AUM) Fee: Compensation calculated as a percentage of assets being managed. Client assets are safeguarded at independent custodians: Goldman Sachs, TradePMR, Interactive Brokers, and Fidelity Investments.
2. Hourly Billing: Hourly fee structure available as an alternative to AUM-based pricing.
3. Retainer and Project-Based Fees: Retainer and project-based fee arrangements available in addition to percentage-of-assets and hourly billing.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Munn Wealth Management is a fee-only SEC-registered investment adviser that provides comprehensive financial planning and investment management services to individuals and families. Its core offering is discretionary investment management using a mix of individual stocks, bonds, mutual funds, ETFs, and hedging vehicles, complemented by retirement planning, estate planning, tax reduction strategies, risk management/insurance analysis, philanthropic strategies, and education planning. The firm also operates Munn Tax Services as a separate tax preparation and planning arm.

Product overview

Munn Wealth Management is a financial planning and investment advisory firm offering a suite of coordinated wealth management services. The core offering is Investment Management / Advising, where client assets are custodied at independent national custodians (Goldman Sachs, TradePMR, Interactive Brokers, and Fidelity Investments) using a toolbox of individual stocks, bonds, mutual funds, ETFs, and hedging vehicles. This core investment service is complemented by Risk Management (insurance analysis), Retirement Planning, Estate Planning & Wealth Transfer, Tax Reduction Strategies, Philanthropic Strategies, and Education Planning. The firm also operates an affiliated brand, Munn Tax Services, providing separate tax preparation and tax planning services. The firm is SEC-registered and has approximately $200 million under management, serving clients for 20 years from Maumee, Ohio.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management / Advising Discretionary investment management service for individual clients and families, with client assets safeguarded at independent custodians including Goldman Sachs, TradePMR, Interactive Brokers, and Fidelity Investments. Portfolios are built using a mix of individual stocks, bonds, mutual funds, ETFs, and hedging vehicles based on each client's objectives and risk tolerance.
• Risk Management Insurance analysis service that reviews a client's insurance policies to determine whether coverage is appropriate and cost-effective, helping families avoid paying for more insurance than needed.
• Retirement Planning Comprehensive retirement planning service serving individuals at all stages — saving for retirement, about to retire, or already in retirement — covering pensions, Social Security, health insurance, 401(k) assets, and retirement income planning.
• Estate Planning & Wealth Transfer Estate planning service that helps clients develop and maintain a comprehensive estate plan to minimize taxes, expenses, publicity, and delays in transferring assets to heirs.
• Tax Reduction Strategies Tax planning service that analyzes client situations to identify potential savings, with guidance on pre-tax vs. Roth contributions, tax-efficient investment strategies, charitable giving, and corporate stock options.
• Philanthropic Strategies Charitable giving strategy service that helps clients develop a comprehensive gifting plan, ensuring the needs of clients and loved ones are met while maximizing the tax benefits of donations.
• Education Planning Education savings planning service covering 529 accounts, Coverdell Education Savings accounts, custodial accounts, and retirement accounts, each with different contribution limits, tax consequences, and investment options.
• Munn Tax Services Tax preparation and filing service designed to make the tax process simple and stress-free. The service proactively searches for tax-saving opportunities, provides recommendations, and can forecast taxes for future years. Operated as a separate sub-brand from the investment advisory offering.

Quantifiable outcome

• $200 Million Under Management
• +1 more outcomes

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

16 partnerships are on record, tiered minor and core.

• Bella-Vita NetworkminorOthersFamily partner organization. The firm partners with Bella-Vita Network as part of its community impact initiative supporting local families in the Toledo area.
• The NestminorOthersCommunity partner organization. The Nest is a ministry partner supporting families in the Toledo region.
• Isaiah 117 HouseminorOthersFamily partner organization supporting children in foster care in the Northwest Ohio community.
• Baby University ToledominorOthersFamily partner organization focused on early childhood education and family support in the Toledo area.
• Mom's House ToledominorOthersFamily partner organization providing support for single mothers and families in the Toledo community.
• Foundations for Life Northwest OhiominorOthersFamily partner organization serving families in Northwest Ohio through faith-based programming.
• Cherry Street MissionminorOthersCommunity partner providing services to those experiencing homelessness and poverty in the Toledo area.
• Second Chances of ToledominorOthersCommunity partner focused on providing second chances and support services in the Toledo community.
• Water for IshmaelminorOthersCommunity partner organization addressing water access and humanitarian needs globally.
• Fellowship of Christian Athletes (FCA) - Northwest OhiominorOthersEducation partner organization engaging coaches and athletes in faith-based programming in Northwest Ohio schools.
• LifeWiseminorOthersEducation partner organization focused on character development and educational support in the Northwest Ohio area.
• Toledo Christian SchoolsminorOthersEducation partner organization serving students and families in the Toledo area through faith-based education.
• Goldman Sachs (Custodian)coreTechnology or IntegrationOne of three national independent custodians safeguarding client assets. Client assets are held at independent custodians including Goldman Sachs, TradePMR, Interactive Brokers, and Fidelity Investments.
• Fidelity Investments (Custodian)coreTechnology or IntegrationOne of three national independent custodians safeguarding client assets at Munn Wealth Management.
• Interactive Brokers (Custodian)coreTechnology or IntegrationOne of three national independent custodians safeguarding client assets at Munn Wealth Management.
• TradePMR (Custodian)coreTechnology or IntegrationOne of three national independent custodians safeguarding client assets at Munn Wealth Management.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Modera Wealth Management: Fee-only RIA providing comprehensive financial planning, investment management, and tax services. Comparable to Munn in fee-only philosophy, full-service offering, and focus on individuals approaching or in retirement.
• Aspiriant: Independent, fee-only wealth management firm serving high-net-worth individuals and families with comprehensive financial planning, tax, and investment services. Comparable to Munn in fee-only RIA structure, comprehensive planning focus, and HNW client segment.
• Buckingham Strategic Wealth: Fee-only RIA specializing in evidence-based investment management, tax planning, and retirement income planning for individuals and families. Closely comparable to Munn in service mix, fee-only philosophy, and client-centric financial planning focus.
• Sequoia Financial Group: Ohio-based fee-only RIA offering comprehensive wealth management, retirement planning, and tax services to individuals and families in the Midwest. Closely comparable to Munn due to shared Ohio domicile, fee-only model, and full-service planning approach.

Broad incumbents

• Edelman Financial Engines: Large national fee-only RIA offering comprehensive wealth management, retirement planning, and investment advisory services. Comparable to Munn in fee-only model and full-service planning approach, but operates at much greater scale with proprietary technology tools.
• Wealth Enhancement Group: National independent wealth management firm offering retirement, investment, and tax planning to individuals and families, with significant advisor M&A activity. Comparable to Munn in fee-only RIA model and integrated planning offering, scaled through acquisition.
• Creative Planning: One of the largest independent, fee-only RIAs in the U.S. with comprehensive wealth management services spanning investment, tax, retirement, and estate planning. Comparable to Munn in service breadth and fee-only structure but operates at vastly greater AUM scale.
• Mariner Wealth Advisors: Large independent RIA providing comprehensive financial planning, investment advisory, and tax services to high-net-worth individuals. Comparable to Munn in fee-only RIA structure and comprehensive planning focus, but at much larger national scale.
• Carson Wealth: National fee-only RIA platform delivering comprehensive financial planning, investment management, and tax services to individuals and families. Comparable in multi-advisor, planning-led model and integrated tax offering.

Emerging players

• Facet Wealth: Tech-enabled RIA delivering flat-fee financial planning to mass-affluent and HNW clients digitally. Comparable to Munn in targeting comprehensive planning for affluent individuals but differentiated by technology platform and remote delivery model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/munn-wealth-management
• Facebookfacebook.com/MunnWealthManagement

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Munn Wealth Management