# David Flanders

> David Flanders is a fee-only financial advisor at Momentum Wealth Planning in Estero, Florida. David focuses on retirement planning and estate & legacy planning. Momentum Wealth Planning reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/david-flanders/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Momentum Wealth Planning
- **Based in:** Estero, Florida
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $204.5M across 378 accounts
- **Specialties:** Retirement planning, Estate & legacy planning
- **Works with:** Retirees
- **CRD:** 2052721 (https://adviserinfo.sec.gov/individual/summary/2052721)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 63 (1990), Series 65 (1999)
- **Firm size:** 2 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.momentumwealthplanning.com

## Frequently asked questions

### Is David Flanders a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David 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 David charge for financial advice?

David's firm, Momentum Wealth Planning, reports charging a percentage of assets on its SEC Form ADV.

### Where is David Flanders based?

David Flanders is based in Estero, Florida.

### What does David specialize in?

David's specialties include retirement planning and estate & legacy planning. David works with retirees.

### Is David Flanders registered with the SEC?

Yes. David Flanders is registered as an investment adviser representative in FL and TX (CRD 2052721), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Momentum Wealth Planning manage?

Momentum Wealth Planning reports $204.5M across 378 accounts in assets under management.

### How do I contact David Flanders?

Through David's website, www.momentumwealthplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2052721): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://momentumwealthplanning.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.