Austin Paul Hon

Austin P. Hon

MOMENTUM PRIVATE WEALTH MANAGEMENT
CEDAR PARK, TX
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CRD#: 5443063
Austin Paul Hon

Professional summary


Austin Paul Hon, CFP® is a registered financial advisor currently at MOMENTUM PRIVATE WEALTH MANAGEMENT located in Cedar Park, Texas.

Austin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Austin has worked at 4 firms .

Core Areas of Focus


AUM
Cash Flow/Budgets/Credit Issues
College/Education Planning
Corporate Executives
Estate & Generational Planning Issues
Fixed Fee (Subscription
Retainer
etc.)

Biography


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.

Question & Answer


What are your service offerings?
Retirement Planning
Retirement Income Management
Comprehensive Financial Planni...
Investment Planning
Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Austin Paul Hon's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Current

October 22, 2019 - Present

MOMENTUM PRIVATE WEALTH MANAGEMENT

Office #2: 1900 Cypress Creek Rd. Suite 100, Cedar Park, TX 78613
RIA
CRD#: 305502
CEDAR PARK, TX
Past

March 8, 2016 - August 14, 2019

DESTINATION WEALTH MANAGEMENT

RIA
CRD#: 110365
Austin, TX
Past

July 21, 2014 - February 29, 2016

LODESTAR PRIVATE ASSET MANAGEMENT LLC

RIA
CRD#: 107638
ALAMO, CA
Past

October 24, 2011 - November 28, 2014

CAPITAL GUARDIAN TRUST COMPANY

RIA
CRD#: 108236
SAN FRANCISCO, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(1/7/2021)
IAR
Texas
(10/22/2019)

Exams


Current Firm


MOMENTUM PRIVATE WEALTH MANAGEMENT
MOMENTUM PRIVATE WEALTH MANAGEMENT
MOMENTUM PRIVATE WEALTH MANAGEMENT | MOMENTUM PRIVATE WEALTH MANAGEMENT LLC

CRD#: 305502 / SEC#:

California
Registered Investment Advisory firm - (1/7/2021 Approved)
Texas
Registered Investment Advisory firm - (10/22/2019 Approved)
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Contact information


Main Address
1900 Cypress Creek Rd. Suite 100, Cedar Park, TX 78613
Mailing Address
Phone number
(512) 416-8085
Established
Firm type
Fiscal year end
# of Employees
1

Regulatory assets under management


Total Number of Accounts191
AUM (Assets Under Management)$ 55,767,701

Red Flags


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Company Information


MOMENTUM PRIVATE WEALTH MANAGEMENT

MOMENTUM PRIVATE WEALTH MANAGEMENT

CRD#: 305502Cedar Park, TX

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Contact information


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