Morgan Fippinger
Pacific Capital · Corona, California
Morgan Fippinger is a fee-only financial advisor at Pacific Capital in Corona, California, who holds the CFP and CFA credentials. Morgan focuses on founders (pre-exit), small business owners and estate & legacy planning. Pacific Capital reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Ultra high net worth
Facts
| Firm | Pacific Capital |
|---|---|
| Based in | Corona, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $820.6M across 336 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA, TX · CRD 6687100 |
| Exams passed | Series 66 (2016) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.pacificcapital.com |
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Questions about Morgan
Is Morgan Fippinger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Morgan holds no broker registration, and Pacific Capital 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, Pacific Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Morgan Fippinger based?
Morgan Fippinger is based in Corona, California.
What does Morgan specialize in?
Morgan's specialties include founders (pre-exit), small business owners, estate & legacy planning, tax planning and family wealth transfer. Morgan works with founders and ultra high net worth.
What credentials does Morgan Fippinger hold?
Morgan Fippinger holds the CFP and CFA credentials.
Is Morgan Fippinger registered with the SEC?
Yes. Morgan Fippinger is registered as an investment adviser representative in CA and TX (CRD 6687100), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pacific Capital manage?
Pacific Capital reports $820.6M across 336 accounts in assets under management.
How do I contact Morgan Fippinger?
Through Morgan's website, www.pacificcapital.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
- Pacific Capital 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.
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