Momentum Private Wealth Management
Momentum Private Wealth Management, LLC (MPWM) is a Fee-Only Registered Investment Advisory (RIA) firm located in Cedar Park, serving the greater Austin Texas area, Texas and across the country. Our primary focus is on helping real people like yourself identify and achieve their financial aspirations, dreams and goals via Investment Management and Financial Planning.
In building MPWM, our goal was to build a practical, transparent and realistic Wealth Management firm that serves the needs of the community. This means no hidden fees, no commissions and no selling products. As a Fee-Only Fiduciary, we provide a service to educate and help you achieve your financial aspirations.
We are very serious about earning your trust; therefore we conduct all business as a Fiduciary under the Fiduciary Rule as defined by the CFP® Board's Code of Ethics.
Momentum offers Wealth Management for a fee based on assets under management (AUM) and Financial Planning with the fees either based on the total project or smaller projects that can be billed hourly. We encourage you to visit our website for more information and to contact us for a no-obligation 'Get to know you' meeting for more information.
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.