Don Morgan
Colmina · Spokane Valley, Washington
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.
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Specialties
Facts
| Firm | Colmina |
|---|---|
| Based in | Spokane Valley, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $140.3M across 231 accounts |
| SEC registration | Investment adviser representative in ID, WA · CRD 2693743 |
| Exams passed | Series 63 (1996) · Series 65 (1996) |
| Firm size | 9 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.colmina.com |
How Don's firm compares
- Colmina's average account is about $607,000, from its Form ADV (assets managed divided by 231 accounts).
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Questions about Don
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.
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
- Colmina 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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