# Marc Morgan > Marc Morgan is a fee-only financial advisor at Heroic Financial in New Jersey, New Jersey. Marc charges hourly fees ($195 an hour) and focuses on retirement planning and tax planning. Page: https://find.wellspent.co/advisors/marc-morgan/ Built from public directory listings; last checked November 2, 2026. ## Facts - **Firm:** Heroic Financial - **Based in:** New Jersey, New Jersey - **Fee model:** Hourly - **Fees (Advice-Only Network profile):** $195 an hour - **Works virtually:** Yes (Advice-Only Network profile) - **Accepting new clients:** Yes (Advice-Only Network profile) - **Specialties:** Retirement planning, Tax planning - **CRD:** 7395505 (https://adviserinfo.sec.gov/individual/summary/7395505) - **SEC registration:** Investment adviser representative in NJ - **Exams passed:** Series 65 (2021) - **Firm size:** 1 employee - **Disclosures:** None reported - **Website:** https://www.heroicfinancial.com ## About Marc Morgan is a retired law enforcement officer who now works as an advice-only financial planner and Investment Advisor Representative at Heroic Financial. A lifelong New Jersey resident, he spent 20 years in law enforcement and seven years as a Trustee of the Police and Firemen's Retirement System of New Jersey. As an inaugural board member and Investment Committee member, he helped oversee a $37 billion pension fund for the state's first responders. Marc is dedicated to serving surviving families and individuals. He works with clients based in New Jersey, mostly through virtual meetings, with in-person meetings available on a limited basis. Outside work, Marc enjoys the outdoors with his wife and two children, boating on Barnegat Bay, relaxing at the beach and traveling to new places as a family. ## Frequently asked questions ### Is Marc Morgan a fee-only financial advisor? Yes. Marc Morgan is listed in the Advice-Only Network (advice-only practices, no product sales). SEC records as of November 2, 2026 show no broker registration and no commission compensation reported by Marc's firm. ### How does Marc charge for financial advice? Marc charges hourly fees. ### Does Marc work with clients virtually? Yes. Marc's Advice-Only Network profile says they meet with clients virtually. ### Where is Marc Morgan based? Marc Morgan is based in New Jersey, New Jersey. ### What does Marc specialize in? Marc's specialties include retirement planning and tax planning. ### Is Marc Morgan registered with the SEC? Yes. Marc Morgan is registered as an investment adviser representative in NJ (CRD 7395505), per SEC Investment Adviser Public Disclosure data as of November 2, 2026. ### How do I contact Marc Morgan? Through Marc's website, www.heroicfinancial.com. ## Sources - Advice-Only Network listing (https://adviceonlynetwork.com/advisors/marcmorgan): advice-only practices, no product sales - SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of November 2, 2026 --- Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.