David Morton
Heritage Financial · Gainesville, Virginia
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.
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Who they serve
- Early-career professionals
- Pre-retirees
- Retirees
Facts
| Firm | Heritage Financial |
|---|---|
| Based in | Gainesville, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $408.0M across 1,507 accounts |
| SEC registration | Investment adviser representative in MD, TX, VA · CRD 4912079 |
| Exams passed | Series 63 (2005) · Series 65 (2005) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.heritagefinllc.com |
| Profile |
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Questions about David
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.
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
- Heritage Financial 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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