John Moran
Advisor at Excel Financial, LLC
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.
Firm
Excel Financial, LLC
Location
Littleton, CO
Credentials
Series 63, Series 65
Industry experience
15 years
About
John Moran is a financial advisor with Excel Financial, LLC in Littleton, CO, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has operated Moran and Long Investments, LLC since 2010 and is a partner at Moran and Long, LLC, a CPA tax services firm, since 2009. Moran serves as a director and officer of the Greenway Foundation, a nonprofit organization. Excel Financial, LLC advises individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering both discretionary and non-discretionary asset management along with financial planning and consulting. The firm manages approximately $333 million in assets and employs tailored investment programs guided by documented Investment Policy Statements.
Client services
Based on Excel Financial, LLC
Financial planning
Portfolio management
Selection of other advisers
Fee options
Financial planning services flat fee between $500 and $10,000; ERISA plan services base fee $2,000 to $10,000 per year plus participant fee $0 to $250 per participant per year
$1 - $99,999.99: 1.25% $100,000 - $499,999.99: 0.90% $500,000 - $999,999.99: 0.60% $1,000,000 - $1,999,999.99: 0.55% $2,000,000 - $4,999,999.99: 0.50% $5,000,000 - $9,999,999.99: 0.40% $10,000,000 - $29,999,999.99: 0.20% $30,000,000 - $39,999,999.99: 0.10% $40,000,000+: 0.05%
$250 per hour for financial planning services
Minimum fee: Minimum annual fee of $625, unless waived by Excel Financial Fee-only: Hourly financial planning at $250/hour; Fixed fees for financial planning range from $500 to $10,000; ERISA plan services fixed fees range from $2,000 to $10,000 per year plus participant fees $0 to $250 per participant per year; ERISA plan services may also be offered on AUM basis 0.25% to 1.25%.
Location
Littleton, CO
Most active in
John M has reported serving >5 clients in these states in the last 12 months.
Colorado
Work history
Moran and Long Investments, LLC (Investment Services)
2010 - Present (16 years)
Moran and Long, LLC (CPA Tax Services)
2009 - Present (17 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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