# Morgan Freund

> Morgan Freund is a fee-only financial advisor at Family Office Research in Bethesda, Maryland. Morgan focuses on estate & legacy planning and family wealth transfer. Family Office Research reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Family Office Research
- **Based in:** Bethesda, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $648.2M across 136 accounts
- **Specialties:** Estate & legacy planning, Family wealth transfer
- **CRD:** 7960490 (https://adviserinfo.sec.gov/individual/summary/7960490)
- **SEC registration:** Investment adviser representative in MD
- **Exams passed:** Series 65 (2025)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.familyofficeresearch.com

## Frequently asked questions

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

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

### Where is Morgan Freund based?

Morgan Freund is based in Bethesda, Maryland.

### What does Morgan specialize in?

Morgan's specialties include estate & legacy planning and family wealth transfer.

### Is Morgan Freund registered with the SEC?

Yes. Morgan Freund is registered as an investment adviser representative in MD (CRD 7960490), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Family Office Research manage?

Family Office Research reports $648.2M across 136 accounts in assets under management.

### How do I contact Morgan Freund?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7960490): 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.familyofficeresearch.com/): specialties, clients served, and fees, checked October 30, 2026

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