MOMENT FINANCIAL PLANNING

The firm does not publicly name its investment committee or portfolio managers. As an RIA, investment decisions are typically made by a designated advisor or team, but specific roles are not disclosed on the company's public profile or filings.

Client acquisition likely occurs through referrals from existing clients, accountants, estate attorneys, and other professional networks. The firm does not appear to market broadly or employ a business development team focused on cold outreach.

The firm builds client portfolios using separately managed accounts, mutual funds, ETFs, and select alternative investments. It does not operate its own funds or pooled vehicle structures, functioning instead as an open-architecture advisor.

Minimum account requirements are not publicly disclosed. As a boutique RIA focused on high-net-worth families, it likely sets a minimum asset level to ensure client alignment and efficient service delivery, but the specific threshold is not publicly available.

As a registered investment advisor, MOMENT FINANCIAL PLANNING is bound by the Investment Advisers Act of 1940 to act as a fiduciary, requiring the firm to put client interests ahead of its own. This legal standard applies to all advice provided.

Fee disclosures are not publicly available. Most RIAs charge a percentage of assets under management, typically ranging from 0.5% to 1.5% annually, with potential breakpoints for larger accounts. The firm may also offer flat fees or hourly billing for financial planning services.

No affiliated entities—such as a broker-dealer, insurance agency, or charitable foundation—are publicly associated with MOMENT FINANCIAL PLANNING. The firm appears to operate as a standalone RIA without external partnerships or subsidiaries.