Updated:Jun 3, 2026

Momentum Financial Planning LLC

Momentum Financial Planning LLC is a registered investment advisor offering financial planning and investment management services to individuals and families.

Momentum Financial Planning LLC

MOMENTUM FINANCIAL PLANNING LLC is an SEC-registered investment adviser. It has one employee and one investment adviser.

General information

Firm type

RIA

What services does Momentum Financial Planning LLC offer?

Momentum Financial Planning LLC provides financial planning and investment management services to individual and family clients. The firm operates as a registered investment advisor, offering portfolio construction and retirement planning as core services.

Is Momentum Financial Planning LLC a fiduciary?

As a registered investment advisor (RIA), Momentum Financial Planning LLC is held to a fiduciary standard under the Investment Advisers Act of 1940. This requires the firm to act in clients' best interests, avoiding conflicts of interest that can arise in commission-based models.

What asset classes does Momentum Financial Planning LLC use?

The firm constructs diversified portfolios using equities, fixed income, and cash equivalents. Allocations are customized based on individual client risk tolerance and time horizon, with a focus on long-term wealth accumulation.

Where is Momentum Financial Planning LLC headquartered?

The firm's principal place of business has not been publicly disclosed in available records. Momentum Financial Planning LLC is registered as a domestic entity but does not list physical office addresses on its public filings.

How does Momentum Financial Planning LLC charge clients?

As a fee-based RIA, Momentum Financial Planning LLC charges clients a percentage of assets under management rather than commissions. This fee structure aligns the firm's revenue with portfolio growth rather than transaction volume.

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