Momentum Wealth Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$200,017,165
Clients
117
Advisors
2
of 2 employees
About
Momentum Wealth Planning serves individuals (including high-net-worth clients), families, family offices, trusts, private foundations and qualified retirement plans with discretionary and non‑discretionary investment management, limited financial planning and retirement plan advisory services. The firm manages all client assets on a discretionary basis and provides access to planning software and related implementation support as part of its services.
Momentum tailors portfolios to client objectives and uses a tactical allocation framework that starts with equity/fixed income targets and adjusts allocations using momentum factors — short‑ and long‑term moving averages and absolute price checks across benchmarks such as the S&P 500, Nasdaq 100 and Russell 2000 — with the stated intent of reducing risk. Depending on client needs and risk tolerance, the firm may implement option overlays (e.g., selling covered calls, buying protective puts) or employ more traditional buy‑and‑hold models.
Noteworthy for a firm of its scale, Momentum combines about $204 million in discretionary assets with a small advisory team, and operates a separate affiliate, Momentum Wealth Research LLC, that provides complimentary research to clients and subscription research to outside advisors and investors. The firm also disclaims proxy‑voting authority (clients retain voting responsibility), includes limited financial planning within its AUM relationship, and discloses a willingness to use a broad investable universe that can include structured notes, REITs, closed‑end funds and private/alternative investments.
Client services
Expertise
Occupation focus
Fee options
Up to 1.0% annually, negotiable based on factors such as size and nature of relationship
Main office
Estero FL
Advisors at this office
2
Most active in
Florida · New York · North Carolina · Texas · Virginia
Also doing business as
Momentum Wealth Planning · Momentum Wealth Planning, LLC
Disclosures
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Business activities & affiliations
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Is not active or affiliated with:
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
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Real estate agent
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Advisors at this firm
Blake F
CFP®, Series 66
Estero, FL
Momentum Wealth Planning
Blake Flanders is a CFP® with three years of industry experience, currently serving as a financial advisor at Momentum Wealth Planning in Estero, FL. His prior experience includes roles at Ameriprise Financial Services and a position at Liberty University. Momentum Wealth Planning offers discretionary and non-discretionary investment management and financial planning services to individuals, including high net worth clients, as well as entities such as family offices and qualified retirement plans. The firm employs a client-specific investment process that incorporates both buy-and-hold and tactical allocation strategies using momentum indicators, and it utilizes a range of investment vehicles including ETFs, mutual funds, equities, fixed income, options, alternative investments, and structured products.
David F
Series 63, Series 65
Estero, FL
Momentum Wealth Planning
David Flanders is a financial advisor at Momentum Wealth Planning with 35 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Ameriprise Financial Services from 2015 to 2024. Outside of his advisory role, he is involved with Modern Corinth Ministries, a Christian ministry. Momentum Wealth Planning provides discretionary and non-discretionary investment management and financial planning services to individuals, including high net worth clients, as well as entities such as family offices, trusts, and qualified retirement plans. The firm employs a client-specific investment approach incorporating momentum-based allocation strategies and offers access to various investment vehicles and external money managers.
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