Morgen Rochard
Origin Wealth Advisers · Austin, Texas
Morgen Rochard is a fee-only financial advisor at Origin Wealth Advisers in Austin, Texas, who holds the CFP and CFA credentials. Origin Wealth Advisers reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Origin Wealth Advisers |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $80.6M across 290 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CT, NY, TX · CRD 5544666 |
| Exams passed | Series 66 (2010) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.originwa.com/blog |
| Profile |
How Morgen's firm compares
- Origin Wealth Advisers's average account is about $278,000, from its Form ADV (assets managed divided by 290 accounts).
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Questions about Morgen
Is Morgen Rochard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Morgen holds no broker registration, and Origin Wealth Advisers reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Morgen charge for financial advice?
Morgen's firm, Origin Wealth Advisers, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Morgen Rochard based?
Morgen Rochard is based in Austin, Texas.
What credentials does Morgen Rochard hold?
Morgen Rochard holds the CFP and CFA credentials.
Is Morgen Rochard registered with the SEC?
Yes. Morgen Rochard is registered as an investment adviser representative in CT, NY and TX (CRD 5544666), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Origin Wealth Advisers manage?
Origin Wealth Advisers reports $80.6M across 290 accounts in assets under management.
How do I contact Morgen Rochard?
Through Morgen's website, www.originwa.com/blog.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
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
- 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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