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Momentum Wealth Planning
Momentum Wealth Planning is a Registered Investment Adviser founded in 2024 around managing risk as part of strategy. The firm’s Tactical Momentum Strategy...
Overview
Momentum Wealth Planning is a Registered Investment Adviser founded in 2024 around managing risk as part of strategy. The firm’s Tactical Momentum Strategy has evolved from pure tactical allocation into an approach that incorporates options hedging such as protective puts and covered calls. It provides financial planning and portfolio management together and serves families nationwide on a fiduciary standard.
General information
Firm type
RIA
Year founded
2024
Location
Region
North America
Country
United States
City
Estero, Florida
Corporate office
Minneapolis, MN, United States
Principals
Brett Anderson
President and Wealth Advisor
Sector focus
Frequently asked questions
How does Momentum Wealth Planning charge for its services?
Momentum operates as a fee-only advisor, meaning the firm is compensated directly by its clients rather than through commissions on financial products. The firm emphasizes flat-fee financial planning, a structure that decouples the cost of advice from the size of a client's investment portfolio. This model is designed to reduce conflicts of interest inherent in percentage-of-assets billing or commission-based advice.
Is Momentum Wealth Planning a fiduciary?
Yes. As a registered investment advisor, Momentum is legally bound by a fiduciary duty to act in its clients' best interests at all times. This obligation extends to all aspects of the advisory relationship, including investment selection, planning recommendations, and fee transparency. The fiduciary standard is stronger than the suitability standard that governs broker-dealers, who need only recommend products that are 'suitable' for a client.
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