Taren Bennett
Advisor at Momentous Wealth Management, Inc.
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.
Advisor at Momentous Wealth Management, Inc.
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.
Location
Vancouver, WA 98663
Credentials
Series 65
Industry experience
2 years
Taren Bennett is a financial advisor at Momentous Wealth Management, Inc. in Vancouver, WA, holding a Series 65 designation with two years of industry experience. Prior to joining Momentous Wealth Management in 2021, Bennett worked briefly at Aldrich Wealth and served in the U.S. Army from 2012 to 2017. Momentous Wealth Management is a team-based registered investment adviser managing approximately $356 million for around 455 clients, offering customized portfolios through a mix of individual securities and funds, with investment strategies incorporating fundamental, technical, cyclical, and ESG analysis.
Based on Momentous Wealth Management, Inc.
Financial planning and consulting fees range from $1,500 to $2,500, with no retainer exceeding $1,200 when services cannot be rendered within 6 months
$0+: Up to 1.00% annually $0+: Up to 1.30% annually (if utilizing sub-advisory services; split as 1.00% to firm and 0.30% to sub-advisor)
Representatives are registered representatives of PKS and receive commissions for securities sales, including trail fees from mutual funds
Account minimum: $250,000 Fee-only: Flat fees ranging from $1,500 to $2,500 for financial planning and consulting services
300 E. 17 Th Street
Vancouver, WA 98663
Oregon
Momentous Wealth Management
2021 - Present (5 years)
Aldrich Wealth
2021 - 2021 (1 year)
University of Portland
2017 - 2021 (4 years)
U.S. Army
2012 - 2017 (5 years)
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Is not active or affiliated with:
Insurance agent
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Lawyer
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Real estate agent
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