Austin Hon is a CFP-designated registered investment advisor at Momentum Private Wealth Management, based in Cedar Park, TX, with 14 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 71 clients with $56M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Contact
Austin Hon
Location
Cedar Park, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Momentum Private Wealth Management
Previous Registrations
Destination Wealth Management
Lodestar Private Asset Management LLC
Capital Guardian Trust Company
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Austin Hon is the founder of Momentum Private Wealth Management and is a CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL, earning the certification in 2011. In his previous roles, he was a financial planner and Senior Wealth Advisor to a number of individuals in all stages of wealth and life planning.