Momentum Financial Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$130,000
Clients
22
Advisors
1
of 1 employees
About
Momentum Financial Strategies, LLC is a small independent advisory firm that provides ongoing portfolio management to individual clients and consulting services to pension and profit‑sharing plans, including 401(k) plans. The firm reports roughly $1.21 million in assets across 22 client relationships and produces written Investment Policy Statements and regular portfolio monitoring for its clients.
The firm employs a blend of cyclical, fundamental, modern portfolio theory and technical analysis and generally implements long‑term trading and asset‑allocation strategies using equities, fixed income and ETFs. It offers both discretionary and non‑discretionary services, and its December 2024 disclosures show most assets are held in non‑discretionary accounts (about $1.08M non‑discretionary vs. $130K discretionary), which is uncommon for peers.
A noteworthy feature is that the firm’s principal is a licensed insurance agent and may offer commissionable insurance products to clients, a relationship disclosed as a potential conflict of interest. The combination of providing formal pension consulting to plan clients (including plan documentation, manager recommendations and monitoring) while operating largely through non‑discretionary plan assets distinguishes the firm from many other solo independent advisers.
Client services
Expertise
Fee options
All Assets+: 1.50% annually (Portfolio Management Fees) Plan assets for pension consulting+: 0.75% annually (Pension Consulting Services Fees)
Account minimum: No account minimum for any of MFSL’s services
Main office
12603 Southwest Frwy, Suite 640
Stafford TX 77477
Advisors at this office
1
Most active in
Texas
Also doing business as
Momentum Financial Strategies LLC · Momentum Financial Strategies, 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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