Updated:
MOMENT FINANCIAL PLANNING
MOMENT FINANCIAL PLANNING is an RIA offering financial planning and asset management for high-net-worth families, with a holistic wealth strategy approach.
MOMENT FINANCIAL PLANNING
MOMENT FINANCIAL PLANNING is an RIA that serves high-net-worth individuals and families, offering a full spectrum of wealth management services. The firm's approach combines financial planning with asset management, aiming to coordinate tax efficiency, estate structuring, and investment allocation within a unified plan. The strategy emphasizes direct client relationships and bespoke portfolios, typically using a mix of separately managed accounts, mutual funds, ETFs, and alternative investments. The firm favors a goals-based framework rather than benchmark-relative performance, and it builds portfolios across domestic and international equities, fixed income, and real assets. Geographic footprint is primarily domestic, with clients concentrated in North America. Team size and AUM are not publicly disclosed per the firm's website and public filings. MOMENT FINANCIAL PLANNING appears to operate as a lifestyle practice with a limited number of client relationships, rather than scaling through institutional channels. No additional offices or affiliated philanthropic vehicles are identifiable from public records. The structural differentiator is the firm's explicit positioning as a planning-first advisory, where investment management serves broader financial objectives rather than functioning as a standalone product. The firm likely operates under a fiduciary standard and maintains an open-architecture platform to avoid proprietary product conflicts. No succession plan or governance structure is publicly documented.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
—
City
—
Corporate office
—
Sector focus
Frequently asked questions
Who makes investment decisions at 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.
How does MOMENT FINANCIAL PLANNING source its clients?
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.
What type of investment vehicles does MOMENT FINANCIAL PLANNING use?
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.
Does MOMENT FINANCIAL PLANNING require a minimum account size?
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.
Is MOMENT FINANCIAL PLANNING a fiduciary?
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.
What is MOMENT FINANCIAL PLANNING's fee structure?
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.
Does MOMENT FINANCIAL PLANNING operate any affiliated entities?
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: