John Morgan
Spectrum Advisers · Chapel Hill, North Carolina
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.
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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 | $25.7M across 112 accounts |
| SEC registration | Investment adviser representative in IL, NC, TX · CRD 2701262 |
| Exams passed | Series 63 (1997) · Series 65 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.spectrumadvisers.com |
How John's firm compares
- Spectrum Advisers's average account is about $229,000, from its Form ADV (assets managed divided by 112 accounts).
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Questions about John
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.
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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