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Faustino Theodore Munoz

Oneascent Wealth Management

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About Faustino Theodore Munoz

Faustino Theodore Munoz is a financial advisor at Oneascent Wealth Management. Faustino has been in the industry for over 2 years and has a Series 7TO, SIE, and Series 66. He has been a Registered Representative with Thrivent Investment Management Inc. and is currently registered with the state of Florida. Faustino is committed to providing personalized financial advice to clients.

Firm Information

Faustino Munoz is currently registered with Oneascent Wealth Management. Oneascent Wealth Management is a Registered Investment Advisor headquartered in Birmingham, AL. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisers to clients including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $520,942,904 in regulatory assets under management.
Oneascent Wealth Management

23 INVERNESS CENTER PARKWAY

BIRMINGHAM, AL 35242

$520.94M

Assets Under Management

60

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Faustino Munoz’s Registration & Firm History

AL

01/01/2025 - Present

Oneascent Wealth Management (BIRMINGHAM AL)

MO

03/31/2022 - 04/18/2024

THRIVENT INVESTMENT MANAGEMENT INC. (SAINT LOUIS MO)

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Licenses & Designations

BOTH

Issued 04/21/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/31/2022

Series 7TO - General Securities Representative Examination

BC

Issued 03/05/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Faustino Theodore Munoz.
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