Abby Morton
Advisor at Forefront
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Abby Morton is a CFP® professional with three years of industry experience. She is currently an advisor at Forefront and has previously worked at Elements Money, LLC, Elements Technology, Inc., AQUIRE WEALTH ADVISORS, LLC dba Dentist Advisors, and Goldman Sachs. Forefront provides investment management and financial planning services to individuals, high-net-worth clients, and select businesses. The firm emphasizes individualized investment policies and asset allocation, utilizing fundamental and cyclical analysis alongside third-party managers, and offers a range of financial planning services including retirement, estate, tax, and special-needs planning.
Client services
Based on Forefront
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Based on Forefront
Business exit / sale strategy
Business ownership considerations
Business succession planning
Cash flow / budgeting
Planning for children with special needs
Fee options
Financial planning fixed fees range from $2,500 to $100,000; Estate planning coordination fixed fees range from $300 to $10,000.
Negotiable blended rate up to 3% annually
Compensation from sale of securities or investment products including asset-based sales charges or service fees from mutual funds sales; specific amounts not stated.
$150 to $1,000 per hour depending on service level and professional.
Location
7533 S Center View Court, Suite N
West Jordan, UT 84084
Most active in
Abby M has reported serving >5 clients in these states in the last 12 months.
Utah
Work history
Forefront
2025 - Present (1 year)
Elements Money, LLC
2023 - 2025 (2 years)
Elements Technology, Inc.
2020 - 2025 (5 years)
AQUIRE WEALTH ADVISORS, LLC dba DENTIST ADVISORS
2019 - 2023 (4 years)
AQUIRE WEALTH ADVISORS, LLC dba DENTIST ADVISORS
2018 - 2020 (2 years)
UnEMPLOYED
2016 - 2018 (2 years)
GOLDMAN SACHS
2011 - 2016 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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