A complete list of active advisors currently associated with Momentum Financial Planning LLC

Warmer can help you find a great advisor at Momentum Financial Planning LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Momentum Financial Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Enrique Eulloqui	Murphy, TX	2

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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.

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