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Morling Financial Advisors, LLC

Updated today

Total assets under management

$1,047,057,507

Total clients

333

77% high-net worth

Total advisors

17

of 21 employees

Firm size

Multi Team

Average clients per advisor

20

Average account size

$3,144,317

About

Morling Financial Advisors is an independent registered investment adviser that serves individuals, high‑net‑worth clients, couples, families, trusts, businesses, retirement plans, and non‑profit organizations. The firm provides discretionary investment management, financial planning and consulting, and pension consulting services for participant‑directed retirement plans.

MFA typically builds strategic asset allocations tailored to each client’s objectives and implements them through discretionary portfolios, third‑party sub‑advisors, and a mix of index‑based public strategies and alternative pooled vehicles, including private placements for qualified investors; ESG integration is available upon client request. Accounts are monitored on an ongoing basis with at least annual reviews and the firm generally operates with an account minimum for its investment management services that it may waive in specific cases.

The brochure discloses several notable outside affiliations: a principal has concurrent employment with an affiliated accounting and tax firm, another principal organizes and manages separate real estate investment entities that some clients may invest in, and a principal is a licensed insurance agent—relationships the firm identifies as potential conflicts of interest. The firm also discloses a revenue‑sharing referral arrangement for prospects who do not meet its minimums and that it may host or co‑host events partially sponsored by third parties.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Private / alternative investments ESG / Sustainable investing

Fee options

Fixed

Flat fees typically recurring monthly from $150 to $5,000; retainer may be required for services up to six months

Percentage

$0 - $999,999: 1.15% annually $1,000,000 - $1,999,999: 0.75% annually $2,000,000 - $4,999,999: 0.65% annually $5,000,000 - $9,999,999: 0.60% annually $10,000,000+: 0.55% annually

Project-based

$400/hour for partners and advisors; $195/hour for data entry

Other

Account minimum: $2,000,000 Minimum fee: $15,000 annual minimum investment management fee Fee-only: Flat fees ranging from $150 to $5,000 monthly; Hourly fees of $400/hour for partners and advisors, $195/hour for data entry

Main office location

Morling Financial Advisors, LLC

39355 California Street, Suite 201 A

Fremont CA 94538-1447, United States

Number of offices

4

Most active in

California · Georgia · Nevada · New York · Tennessee · Texas · Washington · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Savannah W

Series 65

Milton, WI

Morling Financial Advisors, LLC

Private / alternative investments ESG / Sustainable investing
user avatar

Jawad E

Series 65

Fremont, CA

Morling Financial Advisors, LLC

Private / alternative investments ESG / Sustainable investing
user avatar

Victor H

Series 65

Fremont, CA

Morling Financial Advisors, LLC

Private / alternative investments ESG / Sustainable investing
user avatar

William L

Series 65

Fremont, CA

Morling Financial Advisors, LLC

Private / alternative investments ESG / Sustainable investing
user avatar

Joshua G

Series 65

Fremont, CA

Morling Financial Advisors, LLC

Private / alternative investments ESG / Sustainable investing
user avatar

Gary C

Series 65

Atlanta, GA

Morling Financial Advisors, LLC

Private / alternative investments ESG / Sustainable investing
user avatar

Peter L

Series 65

Fremont, CA

Morling Financial Advisors, LLC

Private / alternative investments ESG / Sustainable investing
user avatar

Jack M

Series 65

Fremont, CA

Morling Financial Advisors, LLC

Private / alternative investments ESG / Sustainable investing
user avatar

Michael K

Series 65

Fremont, CA

Morling Financial Advisors, LLC

Private / alternative investments ESG / Sustainable investing
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Wa H

CFP®, ChFC®, Series 63, Series 66

Fremont, CA

Morling Financial Advisors, LLC

Private / alternative investments ESG / Sustainable investing
user avatar

Kevin R

Series 65

Fremont, CA

Morling Financial Advisors, LLC

Private / alternative investments ESG / Sustainable investing
user avatar

Anna N

Series 66

Franklin, TN

Morling Financial Advisors, LLC

Private / alternative investments ESG / Sustainable investing
user avatar

Matthew S

CFA®, Series 66

Fremont, CA

Morling Financial Advisors, LLC

Private / alternative investments ESG / Sustainable investing
user avatar

Benjamin F

Series 65

Fremont, CA

Morling Financial Advisors, LLC

Private / alternative investments ESG / Sustainable investing
user avatar

Nicolas V

Series 65

Fremont, CA

Morling Financial Advisors, LLC

Private / alternative investments ESG / Sustainable investing
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