Morgan Roberts
Manchester Capital Management · Manchester, Vermont
Morgan Roberts is a fee-only financial advisor at Manchester Capital Management in Manchester, Vermont. Morgan focuses on family wealth transfer, estate & legacy planning and tax planning. Manchester Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Ultra high net worth
Facts
| Firm | Manchester Capital Management |
|---|---|
| Based in | Manchester, Vermont |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.83B across 1,457 accounts |
| SEC registration | Investment adviser representative in CA, VA, VT · CRD 4605031 |
| Firm size | 38 employees |
| Disclosures | None reported |
| Website | www.mcmllc.com |
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Questions about Morgan
Is Morgan Roberts a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Morgan holds no broker registration, and Manchester Capital Management 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, Manchester Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Morgan Roberts based?
Morgan Roberts is based in Manchester, Vermont.
What does Morgan specialize in?
Morgan's specialties include family wealth transfer, estate & legacy planning, tax planning and founders (pre-exit). Morgan works with multi-generational families and ultra high net worth.
Is Morgan Roberts registered with the SEC?
Yes. Morgan Roberts is registered as an investment adviser representative in CA, VA and VT (CRD 4605031), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Manchester Capital Management manage?
Manchester Capital Management reports $2.83B across 1,457 accounts in assets under management.
How do I contact Morgan Roberts?
Through Morgan's website, www.mcmllc.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
- Manchester Capital Management 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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