Mike Morton
Morton Financial Advice · Harvard, Massachusetts
Mike Morton is a fee-only financial advisor at Morton Financial Advice in Harvard, Massachusetts, who holds the CFP, ChFC and RLP credentials. Mike charges a flat fee or retainer, hourly fees, an ongoing planning fee and a one-time planning fee (ongoing planning from $12,000 a year and one-time plans from $3,400) and focuses on equity compensation, flat-fee planning and tax planning.
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Specialties
Who they serve
- Tech employees
- High earners
- Executives
Facts
| Firm | Morton Financial Advice |
|---|---|
| Based in | Harvard, Massachusetts |
| Fee model | Flat fee or retainer · Hourly · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $12,000 a year · One-time plans from $3,400 · $480 an hour · No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $21.5M across 153 accounts |
| Credentials | CFP · ChFC · RLP |
| SEC registration | Investment adviser representative in CA, CO, MA, NY, PA · CRD 6920355 |
| Exams passed | Series 65 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | mortonfinancialadvice.com |
| Profile |
How Mike's firm compares
- Ongoing planning starts at $12,000 a year, above the Massachusetts median of $5,000 for fee-only firms that publish prices.
- A one-time plan starts at $3,400, above the Massachusetts median of $3,000 for fee-only firms that publish prices.
- The hourly rate is $480, above the Massachusetts median of $300 for fee-only firms that publish prices.
- Morton Financial Advice's average account is about $141,000, from its Form ADV (assets managed divided by 153 accounts).
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Questions about Mike
Is Mike Morton a fee-only financial advisor?
Yes. Mike 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 Mike's firm.
How does Mike charge for financial advice?
Mike charges a flat fee or retainer, hourly fees, an ongoing planning fee and a one-time planning fee.
How much does Mike charge?
According to Morton Financial Advice's website, checked October 28, 2026: ongoing planning from $12,000 a year; one-time plans from $3,400; $480 an hour; no asset minimum.
Does Mike work with clients virtually?
Yes. Morton Financial Advice says on its website that it works with clients remotely.
Where is Mike Morton based?
Mike Morton is based in Harvard, Massachusetts.
What does Mike specialize in?
Mike's specialties include equity compensation, flat-fee planning, tax planning, estate & legacy planning and retirement planning. Mike works with tech employees, high earners and executives.
What credentials does Mike Morton hold?
Mike Morton holds the CFP, ChFC and RLP credentials.
Is Mike Morton registered with the SEC?
Yes. Mike Morton is registered as an investment adviser representative in CA, CO, MA, NY and PA (CRD 6920355), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Morton Financial Advice manage?
Morton Financial Advice reports $21.5M across 153 accounts in assets under management.
How do I contact Mike Morton?
Through Mike's website, mortonfinancialadvice.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
- Morton Financial Advice 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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