Catherine Morgan
Access Planning Partners · Alpharetta, Georgia
Catherine Morgan is a fee-only financial advisor at Access Planning Partners in Alpharetta, Georgia, who holds the CFP credential. Access Planning Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Access Planning Partners |
|---|---|
| Based in | Alpharetta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $26.7M across 75 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 6650336 |
| Exams passed | Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | appga.net |
| Profile |
How Catherine's firm compares
- Access Planning Partners's average account is about $356,000, from its Form ADV (assets managed divided by 75 accounts).
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Questions about Catherine
Is Catherine Morgan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Catherine holds no broker registration, and Access Planning Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Catherine charge for financial advice?
Catherine's firm, Access Planning Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Catherine Morgan based?
Catherine Morgan is based in Alpharetta, Georgia.
What credentials does Catherine Morgan hold?
Catherine Morgan holds the CFP credential.
Is Catherine Morgan registered with the SEC?
Yes. Catherine Morgan is registered as an investment adviser representative in GA (CRD 6650336), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Access Planning Partners manage?
Access Planning Partners reports $26.7M across 75 accounts in assets under management.
How do I contact Catherine Morgan?
Through Catherine's website, appga.net.
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
- 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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