Fee-only adviser · San Francisco, CA
Moment Partners, LLC
Moment Partners, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in San Francisco, California. On its latest Form ADV, filed September 4, 2026, it reports $1.2B in regulatory assets under management, 412 individual clients and 5 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 332691 · SEC file 801-131017 |
| Office | 535 Mission Street Suite 2310 San Francisco, CA 94105 |
| Phone | (415) 523-6868 |
| Website | www.momentpartners.com |
| Regulatory assets under management | $1.2B ($632M discretionary) |
| Individual clients | 196 non-high-net-worth, 216 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 8 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 4, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in San Francisco
- Perigon Wealth Management, LLC $11.3B
- Parallel Advisors, LLC $10.3B
- Asset Dedication, LLC $2.9B
- Natural Investments $2.0B
- Bakeravenue $7.7B
- Delta Investment Management, LLC $857M
See all 144 fee-only advisers in San Francisco →
Nearby
- Emeryville 2 firms
- Tiburon 4 firms
- Sausalito 7 firms
- Oakland 17 firms
- Alameda 2 firms
- Albany 2 firms
- Berkeley 10 firms
- South San Francisco 2 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Moment Partners, LLC? Update this listing.