Momentum Financial Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Momentum Financial Strategies, LLC provides ongoing portfolio management services to individuals and high‑net‑worth clients and, as listed in the brochure, has worked with pension and profit‑sharing plans. The firm prepares an individualized Investment Policy Statement for each client and offers asset allocation, asset selection, and regular portfolio monitoring as its core services.
The firm’s stated investment approach combines cyclical, fundamental, modern portfolio theory and technical analysis and generally uses a long‑term trading horizon. MFSL documents client risk tolerance in the Investment Policy Statement, conducts at least quarterly account reviews, and delivers monthly custodial reports to clients.
What is distinctive in the brochure is that all reported assets ($85,000) are non‑discretionary even though the firm describes seeking discretionary authority to execute transactions, a profile that is uncommon among peers. The brochure also discloses that the principal is a licensed insurance agent who may offer commissionable insurance products and notes pension/profit‑sharing clients alongside a recent material change stating the firm no longer offers pension planning, which together highlight potential conflicts and shifts in service scope.
Client services
Expertise
Fee options
1.50% annually for all assets
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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
Forms ADV
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”)