Advisor at ABG Financial Services, Inc.
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
ABG Financial Services, Inc.
Location
Atlanta, GA 30339
Credentials
ChFC®, Series 63, Series 65
Industry experience
2 years
Leon Morris is a financial advisor at ABG Financial Services, Inc. with two years of industry experience. He holds the ChFC® designation and has a background that includes developing financial planning tools and educational programs through MyFSP. Co, as well as owning a life and health insurance business since 1984. ABG Financial Services is a solo independent advisory firm serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm provides financial planning, educational seminars, and non-discretionary equity advice, relying on third-party managers for portfolio implementation and conducting due diligence on those relationships.
Based on ABG Financial Services, Inc.
Based on ABG Financial Services, Inc.
Fixed fee for financial planning services starting at $2,500 (negotiable)
$0 - $250,000: 0.99% (ABG) + 0.41% (AssetMark) = 1.40% Total $250,001 - $500,000: 0.75% (ABG) + 0.30% (AssetMark) = 1.05% Total $500,001 - $2,500,000: 0.50% (ABG) + 0.20% (AssetMark) = 0.70% Total
$250 per hour for financial planning services (negotiable)
Fee-only: Fixed fees starting at $2,500 for financial planning; Hourly fees starting at $250/hour for financial planning; Educational seminars/workshops at $2,500 per person or $3,500 per couple
3043 Riverstone Trail, Suite 100
Atlanta, GA 30339
Georgia
The Mortgage Calculator Company
2025 - Present (1 year)
MyFSP. Co
2017 - Present (9 years)
Leon L. Morris, ChFC, CLU, FFSI
1984 - Present (42 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 66
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CFP®, Series 63
Atlanta, GA
Financial Staples
Series 65
Atlanta, GA
Littlefield Asset Management, Inc.
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