Advisor at Comprehensive Wealth Management
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
Comprehensive Wealth Management
Location
Lynnwood, WA 98036
Credentials
Series 63, Series 65
Industry experience
18 years
Morgan Arford is a financial advisor at Comprehensive Wealth Management with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Comprehensive Wealth Management since 2001, also working with Independent Financial Group since 2013. Arford serves as Chief Investment Officer at Comprehensive Wealth Management and is involved with a company used for charitable giving. Comprehensive Wealth Management provides discretionary portfolio management, financial planning, and consulting services primarily to individuals, high-net-worth clients, trusts, and retirement accounts. The firm utilizes proprietary model suites and data-driven tactical allocations, offering customized investment strategies that include ETFs, mutual funds, and a Direct Indexing option implemented through unaffiliated sub-advisors.
Based on Comprehensive Wealth Management
Based on Comprehensive Wealth Management
Fixed fees may apply for certain financial planning or consultation services beyond general scope
0.5% - 2% annually (blended tiered rate based on asset levels)
Insurance commissions received by investment advisor representatives for insurance product sales
Hourly charges may apply for advice on matters not involving securities or beyond general financial planning scope
Account minimum: $500,000 Minimum fee: Minimum quarterly fee of $2,750, which may be reduced or waived at discretion
4100 194 Th Street Sw, Suite 205
Lynnwood, WA 98036
Washington
Independent Financial group
2013 - Present (13 years)
Comprehensive Wealth Management
2001 - Present (25 years)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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