Ewan Morkel
Fiduciary Organization · Mapleton, Utah
Ewan Morkel is a fee-only financial advisor at Fiduciary Organization in Mapleton, Utah. Fiduciary Organization reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Fiduciary Organization |
|---|---|
| Based in | Mapleton, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $14.8M across 161 accounts |
| SEC registration | Investment adviser representative in SC, UT · CRD 7990325 |
| Exams passed | Series 65 (2024) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.fiduciaryorg.com |
How Ewan's firm compares
- Fiduciary Organization's average account is about $92,000, from its Form ADV (assets managed divided by 161 accounts).
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Questions about Ewan
Is Ewan Morkel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ewan holds no broker registration, and Fiduciary Organization reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ewan charge for financial advice?
Ewan's firm, Fiduciary Organization, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ewan Morkel based?
Ewan Morkel is based in Mapleton, Utah.
Is Ewan Morkel registered with the SEC?
Yes. Ewan Morkel is registered as an investment adviser representative in SC and UT (CRD 7990325), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fiduciary Organization manage?
Fiduciary Organization reports $14.8M across 161 accounts in assets under management.
How do I contact Ewan Morkel?
Through Ewan's website, www.fiduciaryorg.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
- 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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