Advisor at Fiduciary Organization, LLC
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Firm
Fiduciary Organization, LLC
Location
Mapleton, UT 84664
Credentials
Series 65
Industry experience
1 year
Ewan Morkel is a financial advisor at Fiduciary Organization, LLC with one year of industry experience. He holds a Series 65 designation and previously worked in secondary education and at Utah Valley University. In addition to his advisory role, Morkel is the founder and chief tax advisor of Morkel Financial, a tax preparation and planning business. Fiduciary Organization, LLC is a fee-only registered investment adviser serving individuals, retirement plans, charitable organizations, and businesses. The firm provides tailored investment management and financial planning, utilizing a combination of passive and active strategies and offering socially responsible investment options.
Based on Fiduciary Organization, LLC
Based on Fiduciary Organization, LLC
Fixed fees up to $35,000 for project-based financial planning and initial comprehensive financial plan; up to $35,000 for educational seminars
1.50% annually
Up to $750 per hour for project-based financial planning
Ongoing financial planning fees up to $7,500 per month
Fee-only: Financial planning fixed fee up to $35,000 initial; ongoing planning fees up to $7,500 per month; project-based planning up to $35,000 fixed or $750/hour
768 S 1600 W, Suite A
Mapleton, UT 84664
South Carolina · Utah
Morkel Financial
2022 - Present (4 years)
Utah Valley University
2019 - 2023 (4 years)
Secondary Education
2014 - 2019 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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CFP®
Provo, UT
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Pomegranate Financial helps Working Families conquer their debt without cashing out their 401(k)/IRA. Through custom financial strategies we help lower interest on your debt, pay less in taxes, automate your investments, and get excited about your financial future. Our services can fit any budget whether it is our Membership option as low as $100/month to our Premier Planning at $250/month (for 12 Months). Our planning is focused on helping save you money. Schedule a free meeting today. Whether in-person or virtually we will talk to see if it makes sense to work together. Following the meeting we send a summary email detailing how we can be of value to you and your financial life. Want to better understand what types of strategies and questions we help with? Take a glance at our Pomegranate Planning at our website: www.pomegranatefinancial.com Thinking about cashing out your 401(k)/IRA? Get your free e-book at www.pomegranatefinancial.com
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Provo, UT
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