Todd Pisarczyk
Todd Pisarczyk is a registered investment advisor at Momentous Wealth Management, INC., based in Vancouver, WA, with 26 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 455 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Momentous Wealth Management offers asset management and comprehensive portfolio management services. The annual fee will not exceed 1% but can be up to 1.30% if sub-advisory services are used (1% to Momentous Wealth Management and 0.30% to the sub-advisor). Fees are negotiable and are deducted from client accounts quarterly in advance. Fees are assessed on cash and cash equivalents.
Location
300 E. 17th Street, Vancouver, WA, 98663
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Todd is the president and investment consultant for Momentous Wealth Management, Inc., dedicating full-time hours to this role. He also owns TKAIM, LLC, which owns the building his firm rents, and spends minimal time on this. Todd also sells insurance products through Crump Insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Momentous Wealth Management, INC.
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Sustainable Wealth Management LLC
Sustainable Wealth Management LLC
Kms Financial Services, INC
Kms Financial Services, INC.Broker
Edward JonesBroker
Waddell & Reed, INC.Broker
State Registrations1 state
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.