Moment Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$917,135,497
Clients
412
Advisors
4
of 8 employees
About
Moment Partners provides investment management and financial advisory services to individuals, high‑net‑worth clients, families, trusts, foundations, corporations and plan sponsors, and it also advises on assets held in insurance products such as variable life insurance and annuity contracts. Services described in the brochure include discretionary (and limited non‑discretionary) portfolio management, selection and oversight of independent managers, comprehensive financial planning and fiduciary and non‑fiduciary consulting for retirement plans.
The firm emphasizes constructing risk‑adjusted, tax‑efficient asset allocations using a mix of active and passive strategies and security selection informed by qualitative, quantitative, technical and relative‑strength metrics, with ongoing monitoring and rebalancing. Moment may allocate to Independent Managers (including Wells Fargo programs), present third‑party private funds to qualified clients, and in appropriate accounts employ options strategies and alternative investments.
Noteworthy details in the brochure include Moment’s reported $1,188,512,591 in assets under management alongside a stated typical minimum initial investment of $2,000,000, and the firm’s practice of negotiating performance‑based fee arrangements with qualified clients — items it discloses and updates in its Form ADV. The firm also operates with a small advisory team relative to its asset base and relies on broker‑custody relationships (e.g., Trade‑PMR and First Clearing) that provide institutional trading, custody and reporting services.
Client services
Expertise
Occupation focus
Fee options
Financial planning and consulting services billed on a fixed rate basis ranging from $2,000 to $50,000 depending on scope
Up to 1.75% annually (negotiated based on complexity and household assets)
Performance-based fee arrangements negotiated on a case-by-case basis with qualified clients
Account minimum: $2,000,000
Main office
535 Mission Street, Suite 2310
San Francisco CA 94105
Advisors at this office
4
Most active in
Arizona · California · Florida · Nevada · New York · Oregon · Texas · Washington
Also doing business as
Moment Partners · Moment Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Patrick H
Series 63, Series 65
San Francisco, CA
Moment Partners, LLC
Patrick Hitchcock is a financial advisor at Moment Partners, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for eight years. Outside of his advisory role, he serves as a board member of the Lodgepole Parque Homeowners Association in Incline Village, NV. Moment Partners provides investment management and financial advisory services to individuals, high-net-worth clients, families, trusts, foundations, corporations, and plan sponsors. The firm focuses on risk-adjusted, tax-efficient asset allocation using a combination of active and passive strategies, employing qualitative and quantitative analysis alongside ongoing portfolio monitoring and rebalancing.
Jason C
CFP®, Series 66
San Francisco, CA
Moment Partners, LLC
Jason Cohen is a CFP® with 14 years of industry experience, currently serving as an advisor at Moment Partners, LLC since 2024. He previously worked at Wells Fargo Clearing for eight years. Cohen is a finance committee member of the Horizons Foundation in San Francisco, where he provides budget analysis and oversight. Moment Partners, LLC provides investment management and financial advisory services to individuals, families, trusts, foundations, corporations, and plan sponsors. The firm focuses on risk-adjusted, tax-efficient asset allocations using active and passive strategies, and offers discretionary portfolio management, independent manager selection, and comprehensive financial planning.
Scott H
CFP®, Series 66
San Francisco, CA
Moment Partners, LLC
Scott Hampton is a CFP® and holds a Series 66 designation with 13 years of industry experience. He has worked at Moment Partners, LLC since 2024 and previously spent eight years at Wells Fargo Clearing. Hampton serves as a co-trustee for a family trust. Moment Partners provides investment management and financial advisory services to individuals, high-net-worth clients, families, trusts, foundations, corporations, and plan sponsors, emphasizing risk-adjusted, tax-efficient asset allocations through a combination of active and passive strategies and comprehensive financial planning.
Brandon H
Series 66
San Francisco, CA
Moment Partners, LLC
Brandon Hagerla is a financial advisor at Moment Partners, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing, Sally Tomatoes, First Arkansas Financial, and the University of Central Arkansas. Moment Partners provides investment management and financial advisory services to individuals, high-net-worth clients, families, trusts, foundations, corporations, and plan sponsors. The firm focuses on risk-adjusted, tax-efficient asset allocation using a combination of active and passive strategies, with ongoing portfolio monitoring and rebalancing.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)