Blake Flanders
Momentum Wealth Planning · Estero, Florida
Blake Flanders is a fee-only financial advisor at Momentum Wealth Planning in Estero, Florida, who holds the CFP credential. Blake focuses on retirement planning and estate & legacy planning. Momentum Wealth Planning reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Momentum Wealth Planning |
|---|---|
| Based in | Estero, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $204.5M across 378 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 7634383 |
| Exams passed | Series 66 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.momentumwealthplanning.com |
| Profile |
How Blake's firm compares
- Momentum Wealth Planning's average account is about $541,000, from its Form ADV (assets managed divided by 378 accounts).
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Questions about Blake
Is Blake Flanders a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Blake holds no broker registration, and Momentum Wealth Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Blake charge for financial advice?
Blake's firm, Momentum Wealth Planning, reports charging a percentage of assets on its SEC Form ADV.
Where is Blake Flanders based?
Blake Flanders is based in Estero, Florida.
What does Blake specialize in?
Blake's specialties include retirement planning and estate & legacy planning. Blake works with retirees.
What credentials does Blake Flanders hold?
Blake Flanders holds the CFP credential.
Is Blake Flanders registered with the SEC?
Yes. Blake Flanders is registered as an investment adviser representative in FL (CRD 7634383), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Momentum Wealth Planning manage?
Momentum Wealth Planning reports $204.5M across 378 accounts in assets under management.
How do I contact Blake Flanders?
Through Blake's website, www.momentumwealthplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Momentum Wealth Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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