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Momentum Financial Planning LLC

Financial Advisor serving Longmont, Colorado · 1 of 6 financial advisors in the area

📍 2307 Dillon Way, Longmont, CO 80504
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📍 2307 Dillon Way, Longmont, CO 80504

About Momentum Financial Planning LLC

Momentum Financial Planning LLC is a financial advisor located in Longmont, Colorado. As a local financial advisor, they serve Longmont and surrounding communities in Colorado. Contact them through ProHorizon for a free quote.

Financial professionals in Longmont should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Colorado securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Longmont

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Longmont may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Longmont

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
Verify licensing and insurance
Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Longmont?
Financial Advisors in Longmont typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Longmont?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 6 financial advisors in Longmont to choose from.
Does Momentum Financial Planning LLC offer free quotes?
Contact Momentum Financial Planning LLC directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Longmont

TW Financial Advisory Services, Inc.

2100 Main St Ste 200, Longmont, CO 80501

Wager Wealth Management and Financial Planning, LLC

4204 Redmond Dr, Longmont, CO 80503

Eagle Peak Wealth Management LLC

600 Longs Peak Avenue, Longmont, CO 80501

Rich Turner Financial Advisors, Inc

14098 N 95th St, Longmont, CO 80504

Apex Wealth Management, LLC

804 Summer Hawk Dr Unit 4302, Longmont, CO 80504