Austin Hon
CFP®
Momentum Private Wealth Management, LLC
Owner, Financial Advisor
Austin Hon
CFP®
Momentum Private Wealth Management, LLC
Owner, Financial Advisor
"To build a practical, transparent and realistic Wealth Management firm that serves the needs of the community. Inspiring individuals and families alike to (PLAN) take charge of their financial future, (INVEST) assign their assets a purpose and realize (LIVE) their financial goals with enthusiasm and passion. We plan to do this via the art of Financial Planning." - Austin Hon, CFP®
Fee-Only financial planner located in Cedar Park, TX, serving the greater Austin, TX area and clients across the country
Austin Hon is a Cedar Park, TX fee-only financial planner. Momentum Private Wealth Management, LLC provides comprehensive wealth management, financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Austin Hon is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
My name is Austin Hon and I am the founder of Momentum Private Wealth Management. Over my 14 years in the Financial Industry, I have worked at 3 different RIA (Registered Investment Advisory) firms ranging in size from very large to very small. This experience has allowed me to pick and choose what I think are the best ways of providing wealth management and financial planning and finally applying that to my own firm. I am a CERTIFIED FINANCIAL PLANNER™ Professional, earning my marks in 2011. My ultimate goal is to create a wealth management firm that is built on trust and is focused on putting you, the client first.
My wife, two beautiful children and I live in Cedar Park, TX- a suburb of Austin. When I am not in the office you can find me out for a run, hike, or enjoying the outdoors with my family.
Austin Hon is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Founded in 2019, Momentum Private Wealth is an Austin, Texas based, independent fee-only wealth management firm. We offer our Wealth Management and Financial Planning services to people in all stages of their lives, including retirees, pre-retirees, mid-career and even early career individuals and couples looking to start out on the right foot financially.
Our Wealth Management Services include investment management coupled with financial planning. We believe that your financial plan should drive the level of risk you need to take in your portfolio and will serve as a 'living roadmap' as your life changes.
Financial Planning includes all aspects of financial planning, retirement, investment, insurance, taxes, estate, debt/cashflow and college. Additionally we plan for appreciated stock options, employee benefit planning, and more. The financial plan is tailored specifically for your needs.
Investment Management- If you feel like you do not need additional financial planning then we offer pure investment management services as well. Priced competitively, our investment management portfolios are Asset Allocation based and contains a mix of individual stocks, both active and passive mutual funds and ETF's. Our allocation is designed to be diversified geographicaly, across sectors and asset classes. If you would like to learn more about our portfolios, contact us today for a no-obligation 'Get to know you' meeting.
Please note, we currently do not have account or relationship minimums- we welcome everyone to reach out!
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Equity Compensation
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- Technology Employees
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Austin Hon is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Austin Hon is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Austin Hon is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Austin Hon
Office Locations:
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921 W. New Hope Dr.
Suite 104
Cedar Park, TX 78613 -
1320 Arrow Point Dr
Suite 501
Cedar Park, TX 78613
