# Brian Morgan

> Brian Morgan is a fee-only financial advisor at Landing Point Financial Group in Avon, Ohio. Landing Point Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brian-morgan/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Landing Point Financial Group
- **Based in:** Avon, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $381.3M across 1,792 accounts
- **CRD:** 4522615 (https://adviserinfo.sec.gov/individual/summary/4522615)
- **SEC registration:** Investment adviser representative in OH
- **Firm size:** 28 employees
- **Disclosures:** None reported
- **Website:** http://www.landingpointfinancialgroup.com

## Frequently asked questions

### Is Brian Morgan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Landing Point Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brian charge for financial advice?

Brian's firm, Landing Point Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Brian Morgan based?

Brian Morgan is based in Avon, Ohio.

### Is Brian Morgan registered with the SEC?

Yes. Brian Morgan is registered as an investment adviser representative in OH (CRD 4522615), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Landing Point Financial Group manage?

Landing Point Financial Group reports $381.3M across 1,792 accounts in assets under management.

### How do I contact Brian Morgan?

Through Brian's website, www.landingpointfinancialgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4522615): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.