We believe you deserve to know exactly how you pay for financial advice — clearly, upfront, and without confusion.
As fiduciaries, transparency isn’t optional; it’s fundamental to how we work. This page outlines our fees for financial planning and investment management so you can understand what you’re paying for, how our services are structured, and why our recommendations are never driven by commissions or hidden incentives. Our goal is simple: help you make informed decisions with complete confidence.
Financial Planning and Personal Financial Website
Organize. Analyze. Plan.
True financial planning is a comprehensive, ongoing approach that starts with helping you define your goals and using that information to develop a customized plan to get you there, tracking your progress along the way.
Momentum Financial Partners are committed to accountability and delivering financial services and expertise to achieve your goals. Our planning process enables us to view your financial picture holistically and, acting as a fiduciary, we will walk you step-by-step through every decision point giving you confidence in your plan and objectives.
The planning fee includes up to 10 hours of dedicated work with the plan design team. This fee also includes your private and secure personal financial website.
Investment Management
Confident Investor
Client Goals: To delegate investment decisions to a trusted advisory team that has the experience and resources to manage investments in the clients’ best interest. These clients see investment management as the way to reach financial goals and utilize the expertise of qualified investment managers.
Our Confident Investor clients seek only investment services through a fee-based investment account, free from commissions and conflicts of interest.
We will review your goals, time horizon, and risk tolerance prior to recommending investments. Additionally, we will maintain all aspects of your investment accounts including tax basis, reporting, and analysis. We also provide investment reviews and online account access. This ensures your goals align with your investment strategies.
*Additional platform and strategist fees may apply*
