Momentum Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Momentum Financial Planning LLC is a fee-only registered investment adviser that provides financial planning and discretionary wealth management for individuals, high-net-worth individuals, and businesses. The firm offers one-time, project-based planning engagements as well as ongoing portfolio supervision and may recommend outside managers or other third‑party professionals when appropriate.
The firm blends passive and active approaches guided by modern portfolio theory, using fundamental, technical, and cyclical analysis to construct and monitor portfolios. For implementation it subscribes to model portfolios through a third‑party model marketplace, offers socially responsible strategies, and can provide exposure to regulated cryptocurrency ETFs while declining to advise on or custody direct crypto holdings.
Momentum is a newly registered, small firm with no assets under management at the time of its initial ADV filing, so it is operating in a start‑up phase compared with more established peers. Distinctive operational features include a required custody relationship on a single institutional platform, individualized (non‑aggregated) trade execution, and a fee approach that combines project‑based planning with a small‑account flat charge alongside ongoing asset‑based management.
Client services
Expertise
Fee options
Project-Based Financial Planning fixed fee of $250 - $2,500; also a flat rate of $75 up to $7,500 in assets for Wealth Management
$0 - $7,500: Flat fee of $75 $7,501 - $49,999: 1.00% $50,000 - $99,999: 0.90% $100,000 - $249,999: 0.80% $250,000 - $499,999: 0.70% $500,000 - $999,999: 0.60% $1,000,000+: 0.50%
Hourly rate of $75 (used for early termination fee calculation)
Minimum fee: Flat rate of $75 for assets up to $7,500 Fee-only: Fixed fee of $250 - $2,500 for Project-Based Financial Planning services
Main office
Murphy TX
Advisors at this office
1
Most active in
Texas
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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