Momentous Wealth Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“For purposes of calculating refunds, all work performed by us up to the point of termination shall be calculated at a $250 hourly fee.”

Flat or project fee

$1,500⁠-⁠$2,500

“Flat fees range from $1,500 to $2,500.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Momentous Wealth Management, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
• “Fees are negotiable and will be deducted from client account(s).”
• “In rare cases, our firm will agree to directly invoice.”

How Momentous Wealth Management, Inc.’s fees compare

• Its hourly rate of $250 is below the Washington median of $300. 23% of the 216 other Washington planners that publish an hourly rate charge less.
• 2 of the 9 other planners in Vancouver that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$2,500 is below the Washington median of $3,250. 25% of the 103 other Washington planners that publish a flat or project fee charge less.
• 1 of the 6 other planners in Vancouver that publish a flat or project fee charge less.

About Momentous Wealth Management, Inc.

• Firm size: 7 employees.
• Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Charitable giving

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

492

Employees

7

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$409,937,549

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

288429

Website

linkedin.com/in/todd-pisarczyk-26424a5 (opens in new tab)

Phone

(360) 597-4570

Can advise clients in 6 states: Arizona, California, Idaho, Oregon, Texas, Washington

Other planners in Vancouver that publish fees

• Cairn Wealth ManagementVancouver$300⁠-⁠$450/hr, $2,500⁠-⁠$7,000
• Delphi AdvisersVancouver$400/hr, $1,500⁠-⁠$6,000
• First Pacific Financial, Inc.Vancouver$500/hr, $15,000
• Harlow Wealth Management, Inc.Vancouver$5,000⁠-⁠$50,000
• Helium Advisors LLCVancouver$300/hr, $5,000⁠-⁠$25,000
• Middleton & CompanyVancouver$750, $2,500/qtr

Compare all 17 planners in Vancouver