Momentum Wealth Planning

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Client assets under management

$200,017,165

Clients

117

42% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,709,548

About

Momentum Wealth Planning manages about $204.5 million in discretionary client assets for roughly 117 clients. The firm provides personalized financial planning and both discretionary and non‑discretionary investment advisory services to individuals (including high‑net‑worth clients) and entities such as family offices, trusts, private foundations and qualified retirement plans.

Momentum’s investment process begins with client-specific financial planning and asset‑allocation work and supports both traditional buy‑and‑hold models and a tactical allocation strategy. That tactical approach uses momentum factors (short‑ and long‑term moving averages and multi‑timeframe index price trends) to adjust equity and fixed‑income exposure, and the firm may employ option strategies such as covered calls and protective puts to manage downside risk.

A distinctive aspect of the firm is its compact advisor team combined with a separate affiliated research business, Momentum Wealth Research LLC, which provides complimentary research to the firm’s clients and subscription research to outside advisors and investors. The firm also does not impose a minimum portfolio size and invests across a broad set of instruments (ETFs, mutual funds, equities, bonds, REITs, closed‑end funds, structured notes and alternative/private investments), reflecting a more active, research‑driven investment capability than many peers.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Wealth management

Occupation focus

Founder/Business Owner Executive

Fee options

Percentage

Up to 1.0% annually

Main office location

Momentum Wealth Planning

Estero FL, United States

Number of offices

Most active in

Florida · New York · North Carolina · Texas · Virginia

Disclosures

Business activities & affiliations

Is active or affiliated with:

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 919-323-4219

Advisors at this firm

Blake F

CFP®, Series 66

Estero, FL

Momentum Wealth Planning

Blake Flanders is a CFP® with three years of industry experience, currently serving as a financial advisor at Momentum Wealth Planning in Estero, FL. His prior experience includes roles at Ameriprise Financial Services and a position at Liberty University. Momentum Wealth Planning offers discretionary and non-discretionary investment management and financial planning services to individuals, including high net worth clients, as well as entities such as family offices and qualified retirement plans. The firm employs a client-specific investment process that incorporates both buy-and-hold and tactical allocation strategies using momentum indicators, and it utilizes a range of investment vehicles including ETFs, mutual funds, equities, fixed income, options, alternative investments, and structured products.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive

David F

Series 63, Series 65

Estero, FL

Momentum Wealth Planning

David Flanders is a financial advisor at Momentum Wealth Planning with 35 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Ameriprise Financial Services from 2015 to 2024. Outside of his advisory role, he is involved with Modern Corinth Ministries, a Christian ministry. Momentum Wealth Planning provides discretionary and non-discretionary investment management and financial planning services to individuals, including high net worth clients, as well as entities such as family offices, trusts, and qualified retirement plans. The firm employs a client-specific investment approach incorporating momentum-based allocation strategies and offers access to various investment vehicles and external money managers.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive

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