Moment Partners, LLC fees and pricing
Financial planner in San Francisco, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 23, 2026, Moment Partners, LLC charges a flat or project fee of $2,000-$50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,000-$50,000
“Financial Planning and Consulting Services For clients not retaining Moment for investment advisory services, Moment can provide financial planning and/or consulting services which are billed on a fixed rate basis ranging from $2,000-$50,000 depending on the scope of the work to be performed.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Moment Partners, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Moment will determine the fees for the project work, which will be disclosed within the agreement with the client and Moment will require a retainer for the services which is payable upon entering into the agreement.”
- “The balance of the fee is due and payable upon receipt of the final consulting or planning services.”
- “For stand-alone financial planning services, the agreement between Moment and the client will terminate upon delivery of the plan or completion of the service.”
How Moment Partners, LLC’s fees compare
- Its flat or project fee of $2,000-$50,000 spans the California median of $5,000. 94% of the 796 other California planners that publish a flat or project fee charge less.
- 34 of the 35 other planners in San Francisco that publish a flat or project fee charge less.
About Moment Partners, LLC
- Firm size: 8 employees.
- Registered as an adviser: 2024 (2 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.75% a year
- Clients
- 412
- Employees
- 8
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, insurance companies, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $1,188,512,591
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 332691
- Phone
- (415) 523-6868
Can advise clients in 8 states: Arizona, California, Florida, Nevada, New York, Oregon, Texas, Washington
Other planners in San Francisco that publish fees
- Amoretti Capital ManagementSan Francisco$450/hr
- Applied AdvisorSan Francisco$285/hr, $285
- Benningfield Financial Advisors, LLCSan Francisco$375/hr, $7,500/qtr
- Berkeley Investment AdvisorsSan Francisco$6,000/yr
- BPM Wealth Advisors, LLCSan Francisco$250-$50,000
- Bridgelane FinancialSan Francisco$500/hr, $5,000-$20,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.