Momentum Private Wealth Management LLC

Momentum Private Wealth Management LLC at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee and 78 individual clients, 28 of them high net worth.
• Its average account is about $339,000 (assets it manages divided by its 211 accounts).

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

Momentum Private Wealth Management LLC fees

Momentum Private Wealth Management LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

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

Advisors at this firm (1)

• Austin Hon

  CFP

Other fee-only firms in Cedar Park

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• True Financial Group
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• III Financial, LLC
• Larson Financial Advisors

Fee-only advisors in Texas