# David Morgan

> David Morgan is a fee-only financial advisor at High Net Worth Advisory Group in Naples, Florida, who holds the CFP credential. 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.

Page: https://find.wellspent.co/advisors/david-morgan/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## 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 (firm):** $861.7M across 1,119 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **Works with:** Multi-generational families
- **CRD:** 1631179 (https://adviserinfo.sec.gov/individual/summary/1631179)
- **SEC registration:** Investment adviser representative in FL, LA, TX
- **Exams passed:** Series 63 (1994), Series 65 (1995)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.highnetworthadvisorygroup.com

## Frequently asked questions

### 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.

### What credentials does David Morgan hold?

David Morgan holds the CFP credential.

### Is David Morgan registered with the SEC?

Yes. David Morgan is registered as an investment adviser representative in FL, LA and TX (CRD 1631179), 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.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1631179): 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
- The firm's website (https://highnetworthadvisorygroup.com/): specialties, clients served, and fees, checked October 30, 2026

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