Austin Hon, CFP® Momentum Private Wealth Management
- Virtual, Cedar Park, TX 78613
- (512) 416-8085
- http://www.momentumpwm.com/
About Austin Hon, CFP®
I am the CEO and Founder of Momentum Private Wealth Management. Founded in 2019, Momentum Private Wealth is an Austin Texas based, independent fee-only wealth management firm. I have over 15 years experience working in the financial investment and planning industry.
I first began my career in finance by joining one of the biggest mutual fund companies in the world in a customer service role, and as they say, it was all downhill from there. I quickly moved into more seasoned roles, and with a location change to the San Francisco Bay Area, I moved into the Private Wealth Management side of the business. It was there I found my true love for helping individuals with their wealth management and financial planning needs.
Over the next 10 years I had the opportunity to work for two smaller RIA firms where I eventually decided to start my own firm here in the heart of Austin, Texas. The core focus of Momentum Private Wealth Management is to provide transparent and focused investment and financial planning services to individuals and families who are looking to demystify the world of finance.
I graduated from the University of California Santa Cruz in 2004 and I obtained the CERTIFIED FINANCIAL PLANNER™ designation in August of 2011.
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Ideal Clients
- Attorneys
- Coronavirus Relief
- Holistic Financial Planning
- Technology Professionals
Ways Advisor Charges
- Flat Fee
- Hourly
- Assets Under Management
Fee Options
- Flat Fee: $300+/engagement
- Hourly Fee: $300+/hr
- AUM: 0.95%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
