Advisor at First Affirmative Financial Network LLC
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.
Location
Layfette, CO
Credentials
Series 63, Series 66
Industry experience
25 years
Renee Morgan is a financial advisor with First Affirmative Financial Network LLC and holds Series 63 and Series 66 licenses. She has 25 years of industry experience, including prior roles at Adasina Social Capital, Better World Investments, and National Planning Corporation. First Affirmative Financial Network serves individuals, trusts, estates, nonprofit organizations, and retirement plans through a nationwide network of advisors. The firm focuses on values-aligned and faith-based investing, combining ESG analysis with traditional asset allocation and offers a range of portfolio management and consulting services.
Based on First Affirmative Financial Network LLC
Financial planning fixed fees range from $250 to $5,000 depending on arrangement.
$0 - $2,000,000: 0.31% + 0.05% + 0.35% + 0.08% + 0.09% (varies by custodian and program) $2,000,001 - $10,000,000: 0.31% + 0.05% + 0.35% + 0.08% + 0.09% (same as first tier) $10,000,001 - $20,000,000: 0.31% + 0.05% + 0.35% + 0.08% + 0.09% (same as prior tiers) Above $20,000,000+: 0.31% + 0.05% + 0.35% + 0.08% + 0.09% (same as prior tiers)
Financial planning hourly fees range from $90 to $295 per hour.
Account minimum: $25,000 to $250,000 depending on account type and custodian Fee-only: Financial planning fees range from $90 to $295 per hour; fixed fees from $250 to $5,000 depending on arrangement.
Layfette, CO
Colorado
First Affirmative Financial Network, LLC
2025 - Present (1 year)
Adasina Social Capital
2020 - Present (6 years)
Impact Investors, Inc.
2019 - 2020 (1 year)
First Affirmative Financial Network
2016 - 2018 (2 years)
Better World Investments, Inc.
2011 - 2020 (9 years)
National Planning Corporation
2000 - 2016 (16 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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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