# Morgan Cain

> Morgan Cain is a fee-only financial advisor at Macco Financial Group in Green Bay, Wisconsin, who holds the CFP credential. Morgan focuses on retirement planning and small business owners. Macco Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/morgan-cain/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Macco Financial Group
- **Based in:** Green Bay, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Fees (firm's website):** a $1,000,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $277.8M across 1,467 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Small business owners
- **Works with:** Pre-retirees, Retirees
- **CRD:** 7554253 (https://adviserinfo.sec.gov/individual/summary/7554253)
- **SEC registration:** Investment adviser representative in TX, WI
- **Exams passed:** Series 66 (2023)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.maccofinancial.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Morgan holds no broker registration, and Macco Financial Group 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, Macco Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### How much does Morgan charge?

According to Macco Financial Group's website, checked October 30, 2026: a $1,000,000 asset minimum.

### Where is Morgan Cain based?

Morgan Cain is based in Green Bay, Wisconsin.

### What does Morgan specialize in?

Morgan's specialties include retirement planning and small business owners. Morgan works with pre-retirees and retirees.

### What credentials does Morgan Cain hold?

Morgan Cain holds the CFP credential.

### Is Morgan Cain registered with the SEC?

Yes. Morgan Cain is registered as an investment adviser representative in TX and WI (CRD 7554253), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Macco Financial Group manage?

Macco Financial Group reports $277.8M across 1,467 accounts in assets under management.

### How do I contact Morgan Cain?

Through Morgan's website, www.maccofinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7554253): 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
- The firm's website (https://www.maccofinancial.com/): specialties, clients served, and fees, checked October 30, 2026

---

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