Momentum Private Wealth Management fees and pricing
Financial planner in Cedar Park, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Momentum Private Wealth Management charges a flat or project fee of $6,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $6,000
“Fixed fees will not exceed $6,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Momentum Private Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our annual fee is prorated and charged quarterly, in arrears, based on the value of the Client’s assets under management as of the close of business on the last business day of the previous quarter.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the days the Client account was open during that quarter.”
- “The fee is considered earned upon delivery of the financial plan, and any unpaid amount is immediately due.”
How Momentum Private Wealth Management’s fees compare
- Its flat or project fee of $6,000 is above the Texas median of $3,850. 67% of the 401 other Texas planners that publish a flat or project fee charge less.
- 3 of the 4 other planners in Cedar Park that publish a flat or project fee charge less.
About Momentum Private Wealth Management
“Our Firm offers a variety of advisory services, which includes discretionary investment management, financial planning, consulting services and assets under advisement and retirement services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2019 (7 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.95% a year
- Minimum
- $500,000 in assets (stated in brochure)
- Clients
- 78
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $71,513,349
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 305502
- Phone
- (512) 416-8085
Can advise clients in 2 states: California, Texas
Other planners in Cedar Park that publish fees
- Boyce & Associates Wealth Consulting, Inc.Cedar Park$250-$3,500/mo
- III Financial, LLCCedar Park$6,000/yr
- Ironoak WealthCedar Park$150/hr, $12,500
- Ismail, MustafaCedar Park$250/hr
- Lakeline FinancialCedar Park$275/hr, $1,000-$25,000/yr
- Larson Financial AdvisorsCedar Park$5,000
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.