Momentum Wealth Management

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Client assets under management

$64,225,019

Clients

269

6% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

135

Very High

Average account size

$238,755

About

Momentum Wealth Management LLC provides discretionary investment management, workplace savings advice (including an optional WSA+ service that can manage held-away retirement accounts via a third‑party API), and financial planning to individuals — including high‑net‑worth clients — as well as trusts, estates, business entities, and charitable organizations. The firm manages client assets through model portfolios and sets a negotiable minimum account size for discretionary relationships (listed in the brochure as $250,000).

The firm describes an asset‑allocation and passive management approach that emphasizes building and rebalancing model portfolios using mutual funds, ETFs, stocks, and bonds with a long‑term time horizon. The brochure also notes that some ETF strategies it may recommend employ leverage or derivative contracts (and outlines the attendant risks), and documents operational integrations such as cash‑aggregation services (Flourish Cash and Altruist Cash) and participation in Altruist’s Model Marketplace.

Momentum Wealth discloses an affiliation with an insurance entity, Momentum Protect LLC, through which the firm’s principals act as independent insurance agents and may receive commissions, a potential conflict the firm documents and addresses in its brochure. The firm’s operational practices — including placing trades individually rather than aggregating orders, absorbing certain estate‑planning platform fees for clients, and using third‑party API links for workplace account management — are identifiable features that differentiate its service model from many peers.

Client services

Financial planning Portfolio management

Expertise

Passive / index investing

Fee options

Fixed

Fixed fees offered; specific amounts not stated in brochure

Percentage

$0 - $500,000: 1.65% annually $500,000 - $1,000,000: 1.40% annually $1,000,000+: 1.15% annually

Project-based

Hourly fees offered; specific amounts not stated in brochure

Other

Account minimum: $250,000 Fee-only: Fixed fees or hourly fees also offered; fees are negotiable and specified in client agreements

Main office location

Momentum Wealth Management

1201 Front Ave., Suite N

Columbus GA 31901, United States

Number of offices

Most active in

Alabama · Arkansas · Florida · Georgia · Louisiana · Texas

Disclosures

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:

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Instagram YouTube Website (706) 842-2400

Advisors at this firm

Matthew H

Series 63, Series 65

Columbus, GA

Momentum Wealth Management

Matthew Hightower is a financial advisor at Momentum Wealth Management in Columbus, GA, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research advisors, Inc. and Fall Line Mining LLC. Since 2018, he has also operated as an independent insurance agent through Momentum Protect LLC, providing insurance planning services. Momentum Wealth Management offers discretionary investment management, workplace savings advice, and financial planning to individuals, high-net-worth clients, trusts, estates, business entities, and charitable organizations. The firm utilizes passive, asset-allocation model portfolios primarily composed of mutual funds, ETFs, stocks, and bonds, with an emphasis on periodic rebalancing.

Passive / index investing

Anson C

Series 63, Series 65

Columbus, GA

Momentum Wealth Management

Anson Cottle is a financial advisor at Momentum Wealth Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Momentum Wealth Management since 2018, following three years at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of advisory services, Cottle provides graphic design and branding direction for businesses and individuals. Momentum Wealth Management offers discretionary investment management, workplace savings advice, and financial planning to individuals, high-net-worth clients, trusts, estates, business entities, and charitable organizations. The firm employs a passive, asset-allocation model portfolio approach with periodic rebalancing and incorporates tools such as API linkage for workplace accounts and cash aggregation services.

Passive / index investing

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