Brandon Hagerla
Moment Partners · San Francisco, California
Brandon Hagerla is a fee-only financial advisor at Moment Partners in San Francisco, California. Brandon focuses on tax planning, estate & legacy planning and family wealth transfer. Moment Partners reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Moment Partners |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1.19B across 1,516 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 7066794 |
| Exams passed | Series 66 (2021) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.momentpartners.com |
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Questions about Brandon
Is Brandon Hagerla a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and Moment Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brandon charge for financial advice?
Brandon's firm, Moment Partners, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Does Brandon work with clients virtually?
Yes. Moment Partners says on its website that it works with clients remotely.
Where is Brandon Hagerla based?
Brandon Hagerla is based in San Francisco, California.
What does Brandon specialize in?
Brandon's specialties include tax planning, estate & legacy planning and family wealth transfer. Brandon works with multi-generational families.
Is Brandon Hagerla registered with the SEC?
Yes. Brandon Hagerla is registered as an investment adviser representative in CA and TX (CRD 7066794), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Moment Partners manage?
Moment Partners reports $1.19B across 1,516 accounts in assets under management.
How do I contact Brandon Hagerla?
Through Brandon's website, www.momentpartners.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
- Moment Partners 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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