Momentum Financial Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
32
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
32
TypicalAverage account size
$0
About
Momentum Financial Planning LLC provides ongoing and project-based financial planning and investment advice to individuals and families. Services described in the brochure include cash-flow and retirement planning, stock compensation and estate strategies, a six-month Money & Marriage program for couples, and group financial literacy courses and seminars.
The firm’s investment guidance emphasizes passive, low-cost strategies using mutual funds and ETFs, and may include creating investment policy statements, implementation assistance, and monitoring recommendations. Momentum does not provide portfolio management or discretionary authority; clients retain decision-making and ongoing planning relationships are documented and supported through a collaborative financial life workbook.
Distinctive aspects noted in the brochure include the use of third‑party ratings and client testimonials in its advertising and a formal offering of seminars and online courses—features that are uncommon among similar solo independent advisers. The firm reports no assets under management, operates on a fee-only basis without percentage-of-AUM fees, and serves a relatively small client base (32 clients), which together shape its advisory model.
Client services
Financial planning
Educational seminars or workshops
Expertise
Stock option exercise strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General retirement planning
Fee options
Fee-only: Ongoing Planning fees: Individuals $4,188/year ($349/mo) Year 1; $2,244/year ($187/mo) Years 2+; Couples $5,736/year ($478/mo) Year 1; $3,300/year ($275/mo) Years 2+; Project-Based fees: Money & Marriage program $3,299 for 6 months; "Just Talk with Me" session $949; Financial literacy courses $0 to $1,000; Educational seminars $0 to $4,000 per seminar or $0 to $1,000 per participant
Main office location
Momentum Financial Planning LLC
Longmont CO, United States
Number of offices
1
Most active in
Momentum Financial Planning LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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