Momentum Capital Management fees and pricing

Financial planner in Reno, Nevada. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 14, 2026, Momentum Capital Management charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 14, 2026. Fees can change, so confirm with the firm before you hire them.

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

“Fees are negotiable, at the sole discretion of Advisor, and the ﬁnal fee schedule will be memorialized in the client’s Advisory Contract.”
“Fees charged are negotiable based upon the type of client, the complexity of the client's situation, and the relationship of the client with the investment advisor representative.”
“Clients may terminate the agreement without penalty for a full refund of Advisor’s fees within ﬁve business days of signing the Investment Advisory Contract.”

Its hourly rate of $200 is below the Nevada median of $300. 13% of the 64 other Nevada planners that publish an hourly rate charge less.
2 of the 21 other planners in Reno that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Employees: 2
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 339546
Website: momentumcm.com (opens in new tab)
Phone: (775) 350-1377

Can advise clients in 2 states: Nevada, Utah

Is something on this page wrong or out of date?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.