Momentum Financial Planning LLC
Longmont, Colorado
Momentum Financial Planning LLC at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 32 individual clients.
- Its ongoing planning fee starts at $4,589 a year, below the Colorado median of $6,000.
- Its website says it's taking new clients.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Longmont, Colorado |
|---|---|
| Website | momentumfinancialcoaching.com |
| [email protected] | |
| Phone | (815) 670-6202 |
Questions about Momentum Financial Planning LLC
How much does Momentum Financial Planning LLC charge?
Momentum Financial Planning LLC publishes these prices: ongoing planning: from $4,589 a year. We found this on its website, checked October 28, 2026.
How is Momentum Financial Planning LLC paid?
Momentum Financial Planning LLC's Form ADV says it is paid by: fixed fees.
How many advisors does Momentum Financial Planning LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Momentum Financial Planning LLC.
What does Momentum Financial Planning LLC specialize in?
Momentum Financial Planning LLC's advisors and website list retirement planning, small business owners, equity compensation and estate & legacy planning.
Is Momentum Financial Planning LLC accepting new clients?
Yes, according to Momentum Financial Planning LLC's website, checked October 28, 2026.
Momentum Financial Planning LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $4,589 a year |
|---|---|
| How it charges | Ongoing planning fee · One-time plans or projects |
In the firm's words
"$4,589/Yr Individuals" source
"Optional ongoing maintenance plan to stay connected with Sarah after completing the Year 1 plan" source
"Work with Sarah 1:1 whether for a one-time session or ongoing advice-only financial planning" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Fixed fees |
|---|---|
| Individual clients | 32 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | February 10, 2026 |
| SEC record | CRD 298861 |