# MOMENT FINANCIAL PLANNING

MOMENT FINANCIAL PLANNING is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 285798
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/285798

## About

MOMENT FINANCIAL PLANNING is a state-registered investment adviser. It has 1 employee and 1 investment adviser.

## Sectors

- Financial Services
- Wealth Management

## Questions

### 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.

### 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.

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Last updated: 2026-07-06T01:24:21.509Z

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