Austin Hon, CFP® Momentum Private Wealth Management

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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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Recently Published

Should you consider tax loss harvesting? A possible approach to reduce taxes.

November 23, 2020

By Austin P. Hon, CFP® ​At the end of every calendar year a low rumble starts to build in investment firms across this nation. You might not hear it, but the buzz starts to grow louder and louder in November with a crescendo sometime around mid-December. This idea is where ‘Growing client portfolios to the best of our ability’ and ‘selling losses to help save on taxes’ converge. Yes, I am talking about Tax Loss Harvesting.  Executive Summary:Yo [...]

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Macro Focus. Cautiously Optimistic in a chaotic environment

September 24, 2020

By Austin P. Hon, CFP® 2020: COVID. Working from home. School from home. Anxiety. Stress. Protests. Shootings. Americans inciting violence against other Americans. Blue, Red, Republican, Democrat. Sometimes it feels like the chaos is too much. Hands down, 2020 has been the worst year I can recollect. I remember fondly how we all had great plans for 2020. On New Years Day I was crawling out of an ice cold swimming pool after taking a newly created tradition polar plunge. With a b [...]

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Let's Get Back to Basics- BTB- Volume 5- Investment Vehicles

June 12, 2020

The phrase ‘All roads lead to Rome’ is a way of expressing that there are many ways of doing something that may all ultimately lead to the same achievement. This rings true in the world of investment management and building portfolios.Conclusion First:There are many different ways to build a well-diversified portfolio which should, in theory, get you close to the same achievements over the long-term as other well-diversified portfolios. The difference is which investment vehic [...]

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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%

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