# Morton Potoff

> Morton Potoff is a fee-only financial advisor at MJP Wealth Advisors in Longboat Key, Florida. Morton focuses on estate & legacy planning and small business owners. MJP Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** MJP Wealth Advisors
- **Based in:** Longboat Key, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.56B across 3,057 accounts
- **Specialties:** Estate & legacy planning, Small business owners
- **Works with:** Executives
- **CRD:** 366337 (https://adviserinfo.sec.gov/individual/summary/366337)
- **SEC registration:** Investment adviser representative in CT
- **Exams passed:** Series 63 (1982)
- **Firm size:** 21 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.mjpwealthadvisors.com/

## Frequently asked questions

### Is Morton Potoff a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Morton holds no broker registration, and MJP Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Morton charge for financial advice?

Morton's firm, MJP Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Morton Potoff based?

Morton Potoff is based in Longboat Key, Florida.

### What does Morton specialize in?

Morton's specialties include estate & legacy planning and small business owners. Morton works with executives.

### Is Morton Potoff registered with the SEC?

Yes. Morton Potoff is registered as an investment adviser representative in CT (CRD 366337), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does MJP Wealth Advisors manage?

MJP Wealth Advisors reports $1.56B across 3,057 accounts in assets under management.

### How do I contact Morton Potoff?

Through Morton's website, www.mjpwealthadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/366337): 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.mjpwealthadvisors.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.