Momentum Fintech LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$200⁠-⁠$1,000

“The negotiated fixed rate for creating client financial plans is between $200 and $1,000.”

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

How Momentum Fintech LLC bills

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

• “These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of MFT's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of MFT’s fees, within five business days of signing the Financial Planning Agreement.”

How Momentum Fintech LLC’s fees compare

• Its flat or project fee of $200-$1,000 is below the Illinois median of $4,500. 5% of the 175 other Illinois planners that publish a flat or project fee charge less.
• None of the 2 other planners in Lisle that publish a flat or project fee charge less.

About Momentum Fintech LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2018 (8 years).

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

2% a year

Clients

33

Employees

1

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$7,349,020

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

292276

Phone

(331) 214-3079

Other planners in Lisle that publish fees

• Guardian Rock Wealth Investment Management, Inc.Lisle$3,000⁠-⁠$6,000
• Sebold Capital Management, IncLisle$2,000, $20,000⁠-⁠$50,000/yr
• 15 Wealth Advisors LLCMundelein$250⁠-⁠$10,000/yr
• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Alo Financial PlanningMount Prospect$3,000
• Altair Advisers, LLCChicago$200⁠-⁠$500/hr

Compare all 5 planners in Lisle