Maximillian Morgan
Lookahead Wealth · West Linn, Oregon
Maximillian Morgan is a fee-only financial advisor at Lookahead Wealth in West Linn, Oregon. Maximillian charges a percentage of assets and focuses on retirement planning, equity compensation and estate & legacy planning.
Request an introduction to Maximillian →
Specialties
Who they serve
- Retirees
- Pre-retirees
- Executives
Facts
| Firm | Lookahead Wealth |
|---|---|
| Based in | West Linn, Oregon |
| Fee model | Percentage of assets |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $45.4M across 199 accounts |
| SEC registration | Investment adviser representative in WA · CRD 5266876 |
| Exams passed | Series 63 (2011) · Series 65 (2016) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | lookaheadwealth.com |
| Profile |
Request an introduction to Maximillian
Tell Maximillian a little about what you're looking for. Maximillian isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Maximillian
Is Maximillian Morgan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Maximillian holds no broker registration, and Lookahead Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Maximillian charge for financial advice?
Maximillian charges a percentage of assets.
Does Maximillian work with clients virtually?
Yes. Lookahead Wealth says on its website that it works with clients remotely.
Where is Maximillian Morgan based?
Maximillian Morgan is based in West Linn, Oregon.
What does Maximillian specialize in?
Maximillian's specialties include retirement planning, equity compensation and estate & legacy planning. Maximillian works with retirees, pre-retirees and executives.
Is Maximillian Morgan registered with the SEC?
Yes. Maximillian Morgan is registered as an investment adviser representative in WA (CRD 5266876), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Lookahead Wealth manage?
Lookahead Wealth reports $45.4M across 199 accounts in assets under management.
How do I contact Maximillian Morgan?
Through Maximillian's website, lookaheadwealth.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
- Lookahead Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.