Morton Financial Advice LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$21,506,795
Clients
21
76% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
21
TypicalAverage account size
$1,024,133
About
Morton Financial Advice provides financial planning and discretionary investment management primarily for individual and high-net-worth clients, working with a small roster of households. The firm offers both project-based financial planning engagements and ongoing portfolio oversight tailored to clients’ goals and risk tolerances.
The firm primarily practices passive investment management using index mutual funds and exchange-traded funds and documents objectives and constraints in an Investment Policy Statement for each client. It also uses fundamental and cyclical analysis as part of its research and operates with discretionary trading authority while directing custody to a third-party provider (Altruist).
Unlike most independent peers, the firm does not charge a percentage-of-assets-under-management fee and instead bills on fixed or hourly bases for planning and advisory services. The practice is a single-advisor, virtual operation with a small client base, participates in a network of hourly advisors, does not accept third-party compensation, and discloses that it has no formal continuity plan for the business should the sole owner be unable to continue.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
Fee options
Financial Planning fixed fee between $2,400 and $7,500
$0 - $1,000,000: $8,400 annual fixed fee $1,000,000 - $4,000,000: $3,600 per additional $1,000,000 annually $4,000,000+: $1,200 per additional $1,000,000 annually
$360 - $600 per hour for financial planning services
Minimum fee: Financial Planning fixed fees range from $2,400 to $7,500; hourly fees range from $360 to $600 per hour Fee-only: Fees are fixed or hourly; no commissions or performance fees are charged
Main office location
Morton Financial Advice LLC
Harvard MA, United States
Number of offices
1
Most active in
Morton Financial Advice LLC has reported serving >5 clients in these states in the last 12 months.
California · Massachusetts · Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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.
Forms ADV
Quick links
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