David Morgan
High Net Worth Advisory Group · Naples, Florida
David Morgan is a fee-only financial advisor at High Net Worth Advisory Group in Naples, Florida. David focuses on retirement planning. High Net Worth Advisory Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to David →
Specialties
Who they serve
- Multi-generational families
Facts
| Firm | High Net Worth Advisory Group |
|---|---|
| Based in | Naples, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $861.7M across 1,119 accounts |
| SEC registration | Investment adviser representative in FL · CRD 7557464 |
| Exams passed | Series 65 (2022) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.highnetworthadvisorygroup.com |
How David's firm compares
- High Net Worth Advisory Group's average account is about $770,000, from its Form ADV (assets managed divided by 1,119 accounts).
Request an introduction to David
Tell David a little about what you're looking for. David isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about David
Is David Morgan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and High Net Worth Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, High Net Worth Advisory Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Morgan based?
David Morgan is based in Naples, Florida.
What does David specialize in?
David's specialties include retirement planning. David works with multi-generational families.
Is David Morgan registered with the SEC?
Yes. David Morgan is registered as an investment adviser representative in FL (CRD 7557464), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does High Net Worth Advisory Group manage?
High Net Worth Advisory Group reports $861.7M across 1,119 accounts in assets under management.
How do I contact David Morgan?
Through David's website, www.highnetworthadvisorygroup.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
- High Net Worth Advisory Group 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.
See something wrong? Request a correction. Read our methodology.