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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-04-2018
- Office Locations
- 1
Office Locations
About Morton Financial Advice LLC
Morton Financial Advice is a fee-only, flat-fee RIA serving busy working professionals and families with planning for stock options, investments, retirement, taxes, insurance, and estate considerations. The firm provides advice plus portfolio construction and ongoing management focused on asset allocation and risk management, primarily using public funds/mutual funds. Independent advisor (CFP) and custodies through Altruist.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 88 clients, or 88 clients per representative. That equates to $244.4K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on July 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Morton Financial Advice LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL W. S. MORTON
Chief Compliance Officer, Founder, Owner
- CRD
- #6920355
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,506,795 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,506,795 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Morton Financial Advice LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.