Carey Morgan
Livelihood LLC · Philadelphia, Pennsylvania
Carey Morgan is a fee-only financial advisor at Livelihood LLC in Philadelphia, Pennsylvania, who holds the CFP and ChFC credentials. Carey charges a flat fee or retainer, hourly fees and a one-time planning fee (one-time plans from $1,800 and $150 an hour) and focuses on flat-fee planning, student loans and sustainable & impact investing.
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Specialties
Who they serve
- Early-career professionals
Facts
| Firm | Livelihood LLC |
|---|---|
| Based in | Philadelphia, Pennsylvania |
| Fee model | Flat fee or retainer · Hourly · One-time planning fee |
| Fees (firm's website) | One-time plans from $1,800 · $150 an hour |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in NJ, NY, PA · CRD 4039413 |
| Exams passed | Series 65 (2019) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | livelihoodplanning.com |
| Profile |
How Carey's firm compares
- A one-time plan starts at $1,800, in line with the Pennsylvania median of $1,695 for fee-only firms that publish prices.
- The hourly rate is $150, below the Pennsylvania median of $250 for fee-only firms that publish prices.
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Questions about Carey
Is Carey Morgan a fee-only financial advisor?
Yes. Carey Morgan is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Carey's firm.
How does Carey charge for financial advice?
Carey charges a flat fee or retainer, hourly fees and a one-time planning fee.
How much does Carey charge?
According to Livelihood LLC's website, checked October 28, 2026: one-time plans from $1,800; $150 an hour.
Where is Carey Morgan based?
Carey Morgan is based in Philadelphia, Pennsylvania.
What does Carey specialize in?
Carey's specialties include flat-fee planning, student loans and sustainable & impact investing. Carey works with early-career professionals.
What credentials does Carey Morgan hold?
Carey Morgan holds the CFP and ChFC credentials.
Is Carey Morgan registered with the SEC?
Yes. Carey Morgan is registered as an investment adviser representative in NJ, NY and PA (CRD 4039413), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Carey Morgan?
Through Carey's website, livelihoodplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Livelihood LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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