# Morgan Alley

> Morgan Alley is a fee-only financial advisor at MWA Investments in White Stone, Virginia, who holds the CFP credential. MWA Investments reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/morgan-alley/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** MWA Investments
- **Based in:** White Stone, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $250.4M across 41 accounts
- **Credentials:** CFP
- **CRD:** 5894579 (https://adviserinfo.sec.gov/individual/summary/5894579)
- **SEC registration:** Investment adviser representative in LA, VA
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Morgan Alley a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Morgan holds no broker registration, and MWA Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Morgan charge for financial advice?

Morgan's firm, MWA Investments, reports charging a percentage of assets on its SEC Form ADV.

### Where is Morgan Alley based?

Morgan Alley is based in White Stone, Virginia.

### What credentials does Morgan Alley hold?

Morgan Alley holds the CFP credential.

### Is Morgan Alley registered with the SEC?

Yes. Morgan Alley is registered as an investment adviser representative in LA and VA (CRD 5894579), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does MWA Investments manage?

MWA Investments reports $250.4M across 41 accounts in assets under management.

### How do I contact Morgan Alley?

Contact details aren't on file yet. Search for MWA Investments.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5894579): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.