Firm
Momentum Wealth Planning
Estero, Florida
Fee-only
Momentum Wealth Planning at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 117 individual clients, 49 of them high net worth.
- Its average account is about $541,000 (assets it manages divided by its 378 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Estero, Florida |
|---|---|
| Website | momentumwealthplanning.com |
| Phone | (919) 323-4219 |
Momentum Wealth Planning fees
Momentum Wealth Planning 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
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $205 million |
| Individual clients | 68 |
| High-net-worth clients | 49 |
| Accounts managed | 378 |
| Employees | 2 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-130666) |
| Financial planning | Offered |
| Form ADV filed | October 12, 2026 |
| SEC record | CRD 331563 |