Patrick Hitchcock
Moment Partners · San Francisco, California
Patrick Hitchcock is a fee-only financial advisor at Moment Partners in San Francisco, California. Patrick 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 2347107 |
| Exams passed | Series 63 (1993) · Series 65 (1993) |
| Firm size | 8 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.momentpartners.com |
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Questions about Patrick
Is Patrick Hitchcock a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick 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 Patrick charge for financial advice?
Patrick's firm, Moment Partners, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Does Patrick work with clients virtually?
Yes. Moment Partners says on its website that it works with clients remotely.
Where is Patrick Hitchcock based?
Patrick Hitchcock is based in San Francisco, California.
What does Patrick specialize in?
Patrick's specialties include tax planning, estate & legacy planning and family wealth transfer. Patrick works with multi-generational families.
Is Patrick Hitchcock registered with the SEC?
Yes. Patrick Hitchcock is registered as an investment adviser representative in CA and TX (CRD 2347107), 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 Moment Partners manage?
Moment Partners reports $1.19B across 1,516 accounts in assets under management.
How do I contact Patrick Hitchcock?
Through Patrick'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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