Kim Morton
WealthLogic, LLC · Gilbert, Arizona
Kim Morton is a fee-only financial advisor at WealthLogic, LLC in Gilbert, Arizona, who holds the CFP credential. Kim focuses on retirement planning. WealthLogic, LLC reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | WealthLogic, LLC |
|---|---|
| Based in | Gilbert, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $25.4M across 126 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ · CRD 5233521 |
| Exams passed | Series 65 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | wealthlogicllc.com |
| Profile |
How Kim's firm compares
- WealthLogic, LLC's average account is about $202,000, from its Form ADV (assets managed divided by 126 accounts).
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Questions about Kim
Is Kim Morton a fee-only financial advisor?
Yes. Kim Morton is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kim's firm.
How does Kim charge for financial advice?
Kim's firm, WealthLogic, LLC, reports charging a percentage of assets on its SEC Form ADV.
Where is Kim Morton based?
Kim Morton is based in Gilbert, Arizona.
What does Kim specialize in?
Kim's specialties include retirement planning.
What credentials does Kim Morton hold?
Kim Morton holds the CFP credential.
Is Kim Morton registered with the SEC?
Yes. Kim Morton is registered as an investment adviser representative in AZ (CRD 5233521), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does WealthLogic, LLC manage?
WealthLogic, LLC reports $25.4M across 126 accounts in assets under management.
How do I contact Kim Morton?
Through Kim's website, wealthlogicllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- WealthLogic, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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