David Flanders
Momentum Wealth Planning · Estero, Florida
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.
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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 |
| SEC registration | Investment adviser representative in FL, TX · CRD 2052721 |
| Exams passed | Series 63 (1990) · Series 65 (1999) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.momentumwealthplanning.com |
How David'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 David
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.
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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