Taren Bennett
Momentous Wealth Management · Vancouver, Washington
Taren Bennett is a fee-only financial advisor at Momentous Wealth Management in Vancouver, Washington. Momentous Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Momentous Wealth Management |
|---|---|
| Based in | Vancouver, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $409.9M across 1,138 accounts |
| SEC registration | Investment adviser representative in OR · CRD 7445022 |
| Exams passed | Series 65 (2023) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.momentouswealth.com |
How Taren's firm compares
- Momentous Wealth Management's average account is about $360,000, from its Form ADV (assets managed divided by 1,138 accounts).
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Questions about Taren
Is Taren Bennett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Taren holds no broker registration, and Momentous Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Taren charge for financial advice?
Taren's firm, Momentous Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Taren Bennett based?
Taren Bennett is based in Vancouver, Washington.
Is Taren Bennett registered with the SEC?
Yes. Taren Bennett is registered as an investment adviser representative in OR (CRD 7445022), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Momentous Wealth Management manage?
Momentous Wealth Management reports $409.9M across 1,138 accounts in assets under management.
How do I contact Taren Bennett?
Through Taren's website, www.momentouswealth.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
- 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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