Christopher Morgan
Ark Wealth Advisors · Yorba Linda, California
Christopher Morgan is a fee-only financial advisor at Ark Wealth Advisors in Yorba Linda, California. Ark Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Ark Wealth Advisors |
|---|---|
| Based in | Yorba Linda, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $118.0M across 221 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 6447669 |
| Exams passed | Series 66 (2015) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | arkwealthadvisors.com |
| Profile |
How Christopher's firm compares
- Ark Wealth Advisors's average account is about $534,000, from its Form ADV (assets managed divided by 221 accounts).
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Questions about Christopher
Is Christopher Morgan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Ark Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christopher charge for financial advice?
Christopher's firm, Ark Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Christopher Morgan based?
Christopher Morgan is based in Yorba Linda, California.
Is Christopher Morgan registered with the SEC?
Yes. Christopher Morgan is registered as an investment adviser representative in CA and TX (CRD 6447669), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ark Wealth Advisors manage?
Ark Wealth Advisors reports $118.0M across 221 accounts in assets under management.
How do I contact Christopher Morgan?
Through Christopher's website, arkwealthadvisors.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
- Ark Wealth Advisors 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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