Marc Morgan
Advice-only planning for New Jersey individuals and surviving families from a retired officer and former state pension trustee.
Heroic Financial · New Jersey, New Jersey
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.
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Specialties
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.
Facts
| Firm | Heroic Financial |
|---|---|
| Based in | New Jersey, New Jersey |
| Fee model | Hourly |
| Fees (Advice-Only Network profile) | $195 an hour |
| Works virtually | Yes |
| Accepting new clients | Yes |
| SEC registration | Investment adviser representative in NJ · CRD 7395505 |
| Exams passed | Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.heroicfinancial.com |
How Marc's firm compares
- The hourly rate is $195, below the New Jersey median of $300 for fee-only firms that publish prices.
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Questions about Marc
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
Other advisors in New Jersey who focus on retirement planning
Where this information comes from
- Advice-Only Network listing : advice-only practices, no product sales
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of November 2, 2026
- Directory listing last checked November 2, 2026.
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