Graphic titled 'Retirement Decisions Plan: 9 Steps to Retire and Stay Comfortably Retired' with the Mentous Wealth Advisors logo.

To retire and stay comfortably retired, you need a solid financial plan—a plan to continue to reach your long-term goals long into retirement. The 9-Step Retirement Decisions Plan outlines the steps you need to take to retire with confidence.

Download your Retirement Decisions Plan and view an example Financial Plan below:

Your 9-Step Retirement Decisions Plan

“Without a future well-defined, we take hesitant steps.”

— Jim Rohn

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Take The First Step

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What Makes Momentous Wealth Advisors Different?

Listen to Brian D. Muller, Founder and Senior Wealth Advisor talk about the Momentous Wealth Difference.

The Momentous Wealth Difference by Brian Muller, Founder and Senior Wealth Advisor

  • Cover of a financial plan booklet titled 'Foundations Plan' with a large purple number 1 and the subtitle 'One-Time Financial Plan and Portfolio Analysis,' including the logo of Momentous Wealth Advisors at the bottom.

    One-Time Financial Plan and Portfolio Analysis

    This plan is for anyone comfortable managing things on their own but is looking for financial peace of mind knowing they are on track to retire and have the right mix of investments for their stage of life and risk tolerance.

    This a one-time engagement. You will receive a comprehensive financial plan powered by RightCapital showing your probability of success to retire when you desire and a portfolio analysis showing a GPA rating score of your investment portfolio powered by Nitrogen Wealth.

    This service does not include specific investment recommendations. If investment recommendations are wanted, we can arrange an hourly fee based upon the complexity of your portfolio.

    Learn More
  • Graphics with text stating 'Needs-Based Advice' and '2 Hourly-Rate For 3 Levels of Need' at the top. The logo of Momentous Wealth Advisors is at the bottom.

    Hourly Fee Based Upon the Need Level

    My fee as a Senior Wealth Advisor and Founder is $450 per hour. This is designed for individuals comfortable managing things on their own but want a smart plan to build their wealth more effectively, make the right decisions at their stage of life, and or know that their financial plan is solid.

    Level 1- Approx. 5 hours - Wealth Decisions Plan

    Level 2- Approx. 10 hours - Wealth Decisions Plan, Portfolio Analysis, and Investment Recommendations powered by Nitrogen Wealth.

    Level 3- Approx 15-20 hours- Everything in Level 1 and 2 plus a Comprehensive Financial Plan powered by RightCapital.

    Learn More
  • Title page of a financial planning book or presentation, with a large purple number three, purple title 'Financial Planning and Wealth Management,' and gray background with geometric shapes. Text reads 'Ongoing Financial Planning, Wealth Decisions, and Investment Management,' with the logo 'Momentous Wealth Advisors' at the bottom.

    Ongoing Financial Planning and Wealth Management with One Simple Monthly Advisory Fee

    This is the most common arrangement I have with clients. The advisory fee is based upon assets under management. Whatever level you fall into, is the fee you will be charged. No confusing tier-based schedule. The advisory fee covers ongoing financial planning, investment management, and important wealth decisions you will need to make over your financial life.

    We use RightCapital to create our Financial Plans which includes an interactive portal, app and budgeting tools.

    Learn more about what it looks like to hire me as your fiduciary financial advisor by clicking on the link below.

    Learn More
A financial advisory company named Momentous Wealth Advisors offers a fee structure based on asset ranges with varying advisory fees. The chart displays asset ranges from $0 to $500K, $500K to $2M, $2M to $5M, and $5M to $10M, with corresponding advisory fees of 1.25%, 0.95%, 0.85%, and 0.75%. The background has a dark and purple geometric design, and the company's logo is at the top.

Fiduciary Advice. Planning First Wealth Management. One Simple Fee.

Our advisory fees cover wealth management and financial planning and all the important wealth decisions you will make on your financial journey.

Our fee schedule is non-tiered, meaning that if you fall into the asset range, that is your fee. You won’t have to figure out what your actual fee is by calculating your advisory fee on the first $500,000 and then on the next tier, etc.

Our advisory fees are taken out in advance and billed monthly.