Brandon Morton
Financial Designs · Claremont, California
Brandon Morton is a fee-only financial advisor at Financial Designs in Claremont, California, who holds the CFP credential. Brandon focuses on retirement planning and pension planning. Financial Designs reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Financial Designs |
|---|---|
| Based in | Claremont, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $507.9M across 1,312 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5619974 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | fdcadvisors.com |
| Profile |
How Brandon's firm compares
- Financial Designs's average account is about $387,000, from its Form ADV (assets managed divided by 1,312 accounts).
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Questions about Brandon
Is Brandon Morton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and Financial Designs reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brandon charge for financial advice?
Brandon's firm, Financial Designs, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brandon Morton based?
Brandon Morton is based in Claremont, California.
What does Brandon specialize in?
Brandon's specialties include retirement planning and pension planning. Brandon works with retirees and pre-retirees.
What credentials does Brandon Morton hold?
Brandon Morton holds the CFP credential.
Is Brandon Morton registered with the SEC?
Yes. Brandon Morton is registered as an investment adviser representative in CA (CRD 5619974), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Designs manage?
Financial Designs reports $507.9M across 1,312 accounts in assets under management.
How do I contact Brandon Morton?
Through Brandon's website, fdcadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Financial Designs website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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