# Moment Financial Planning

> Moment Financial Planning is a state-registered investment advisory firm, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 285798
- Filed as: MOMENT FINANCIAL PLANNING
- Legal name: Moment Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Ohio
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/285798
- AdvisorCensus page: https://advisorcensus.com/firm/moment-financial-planning-285798

## Quick answers

**How is Moment Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Moment Financial Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Moment Financial Planning registered with the SEC or a state?**
Moment Financial Planning is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 285798.

**How much does Moment Financial Planning manage?**
Moment Financial Planning reports $0 in regulatory assets under management in its Form ADV filing dated March 30, 2026.

**Does Moment Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/285798

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2016 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Moment Financial Planning (CRD 285798): Form ADV filing data as of October 2026.