# John Morgan

> John Morgan is a fee-only financial advisor at Spectrum Advisers in Chapel Hill, North Carolina. Spectrum Advisers reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/john-morgan/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Spectrum Advisers
- **Based in:** Chapel Hill, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $25.7M across 112 accounts
- **CRD:** 2701262 (https://adviserinfo.sec.gov/individual/summary/2701262)
- **SEC registration:** Investment adviser representative in IL, NC, TX
- **Exams passed:** Series 63 (1997), Series 65 (2010)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.spectrumadvisers.com

## Frequently asked questions

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

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

### How does John charge for financial advice?

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

### Where is John Morgan based?

John Morgan is based in Chapel Hill, North Carolina.

### Is John Morgan registered with the SEC?

Yes. John Morgan is registered as an investment adviser representative in IL, NC and TX (CRD 2701262), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Spectrum Advisers manage?

Spectrum Advisers reports $25.7M across 112 accounts in assets under management.

### How do I contact John Morgan?

Through John's website, www.spectrumadvisers.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2701262): 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

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