# Don Morgan

> Don Morgan is a fee-only financial advisor at Colmina in Spokane Valley, Washington. Don focuses on retirement planning, estate & legacy planning and tax planning. Colmina reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Colmina
- **Based in:** Spokane Valley, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $140.3M across 231 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 2693743 (https://adviserinfo.sec.gov/individual/summary/2693743)
- **SEC registration:** Investment adviser representative in ID, WA
- **Exams passed:** Series 63 (1996), Series 65 (1996)
- **Firm size:** 9 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.colmina.com

## Frequently asked questions

### Is Don Morgan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Don holds no broker registration, and Colmina reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Don charge for financial advice?

Don's firm, Colmina, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Don Morgan based?

Don Morgan is based in Spokane Valley, Washington.

### What does Don specialize in?

Don's specialties include retirement planning, estate & legacy planning and tax planning.

### Is Don Morgan registered with the SEC?

Yes. Don Morgan is registered as an investment adviser representative in ID and WA (CRD 2693743), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Colmina manage?

Colmina reports $140.3M across 231 accounts in assets under management.

### How do I contact Don Morgan?

Through Don's website, www.colmina.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2693743): 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.colmina.com/): specialties, clients served, and fees, checked October 30, 2026

---

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