Advisor at Momentum Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Momentum Wealth Management
Location
Columbus, GA 31901
Credentials
Series 63, Series 65
Industry experience
14 years
Matthew Hightower is a financial advisor at Momentum Wealth Management in Columbus, GA, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research advisors, Inc. and Fall Line Mining LLC. Since 2018, he has also operated as an independent insurance agent through Momentum Protect LLC, providing insurance planning services. Momentum Wealth Management offers discretionary investment management, workplace savings advice, and financial planning to individuals, high-net-worth clients, trusts, estates, business entities, and charitable organizations. The firm utilizes passive, asset-allocation model portfolios primarily composed of mutual funds, ETFs, stocks, and bonds, with an emphasis on periodic rebalancing.
Fixed fees offered; specific amounts not stated in brochure
$0 - $500,000: 1.65% annually $500,000 - $1,000,000: 1.40% annually $1,000,000+: 1.15% annually
Hourly fees offered; specific amounts not stated in brochure
Account minimum: $250,000 Fee-only: Fixed fees or hourly fees also offered; fees are negotiable and specified in client agreements
1201 Front Ave., Suite N
Columbus, GA 31901
Alabama · Arkansas · Florida · Georgia · Louisiana · Texas
Fall Line Mining LLC
2021 - 2025 (4 years)
Cambridge Investment Research Advisors
2015 - 2018 (3 years)
Cambridge Investment Research, INc.
2015 - 2018 (3 years)
Momentum Wealth Management
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Columbus, GA
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