# Momentum Financial Planning LLC

> Momentum Financial Planning LLC is a state-registered investment advisory firm, registered since 2021, with no regulatory assets under management reported in its Form ADV filing dated February 10, 2026.

- CRD: 298861
- Filed as: MOMENTUM FINANCIAL PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Colorado
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/298861
- AdvisorCensus page: https://advisorcensus.com/firm/momentum-financial-planning-llc-298861

## Quick answers

**How is Momentum Financial Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Momentum Financial Planning LLC reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Momentum Financial Planning LLC registered with the SEC or a state?**
Momentum Financial Planning LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 298861.

**What types of clients does Momentum Financial Planning LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (32).

**Does Momentum Financial Planning LLC 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/298861

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $0 |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- momentumfinancialcoaching.com
- Facebook @buildfinancialmomentum
- Instagram @momentumfinancialcoach

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Momentum Financial Planning LLC (CRD 298861): Form ADV filing data as of October 2026.