Morgan Freund
Family Office Research · Bethesda, Maryland
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.
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Specialties
Facts
| Firm | Family Office Research |
|---|---|
| Based in | Bethesda, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $648.2M across 136 accounts |
| SEC registration | Investment adviser representative in MD · CRD 7960490 |
| Exams passed | Series 65 (2025) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.familyofficeresearch.com |
How Morgan's firm compares
- Family Office Research's average account is about $4.8 million, from its Form ADV (assets managed divided by 136 accounts).
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Questions about Morgan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bethesda
Other advisors in Maryland who focus on estate & legacy planning
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
- Family Office Research 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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