# Morton Financial Advice LLC

> Morton Financial Advice LLC is a state-registered investment advisory firm, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 27, 2026.

- CRD: 293530
- Filed as: MORTON FINANCIAL ADVICE LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: August 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/293530
- AdvisorCensus page: https://advisorcensus.com/firm/morton-financial-advice-llc-293530

## Quick answers

**How is Morton Financial Advice LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Morton Financial Advice LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Morton Financial Advice LLC registered with the SEC or a state?**
Morton Financial Advice LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 293530.

**How much does Morton Financial Advice LLC manage?**
Morton Financial Advice LLC reports $21,506,795 in regulatory assets under management in its Form ADV filing dated August 27, 2026 (100% discretionary).

**What types of clients does Morton Financial Advice LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (16); individuals (other than high net worth individuals) (5).

**Does Morton Financial Advice LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/293530

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $21,506,795
- Discretionary: $21,506,795
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $5,055,135 |
| High net worth individuals | 16 | $16,451,660 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, MA, NY, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mortonfa.substack.com
- mortonfinancialadvice.com
- Facebook @MortonFA
- Instagram @mortonfa
- LinkedIn @mwsmorton
- X @morton_FA
- YouTube @UCZeZbezzSlPQcvr6FLhdpPQ

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Morton Financial Advice LLC (CRD 293530): Form ADV filing data as of October 2026.