# David Morton

> David Morton is a fee-only financial advisor at Heritage Financial in Gainesville, Virginia. Heritage Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Heritage Financial
- **Based in:** Gainesville, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $408.0M across 1,507 accounts
- **Works with:** Early-career professionals, Pre-retirees, Retirees
- **CRD:** 4912079 (https://adviserinfo.sec.gov/individual/summary/4912079)
- **SEC registration:** Investment adviser representative in MD, TX, VA
- **Exams passed:** Series 63 (2005), Series 65 (2005)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.heritagefinllc.com/

## Frequently asked questions

### Is David Morton a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Heritage Financial 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, Heritage Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is David Morton based?

David Morton is based in Gainesville, Virginia.

### Is David Morton registered with the SEC?

Yes. David Morton is registered as an investment adviser representative in MD, TX and VA (CRD 4912079), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Heritage Financial manage?

Heritage Financial reports $408.0M across 1,507 accounts in assets under management.

### How do I contact David Morton?

Through David's website, www.heritagefinllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4912079): 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://www.heritagefinllc.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.