Richard Morgan
SSB&T Wealth · Bee Cave, Texas
Richard Morgan is a fee-only financial advisor at SSB&T Wealth in Bee Cave, Texas. Richard focuses on estate & legacy planning, tax planning and small business owners. SSB&T Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | SSB&T Wealth |
|---|---|
| Based in | Bee Cave, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $445.1M across 168 accounts |
| SEC registration | Investment adviser representative in TX · CRD 5044531 |
| Exams passed | Series 65 (2025) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.ssbtwealth.com |
How Richard's firm compares
- SSB&T Wealth's average account is about $2.6 million, from its Form ADV (assets managed divided by 168 accounts).
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Questions about Richard
Is Richard Morgan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and SSB&T Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, SSB&T Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Richard Morgan based?
Richard Morgan is based in Bee Cave, Texas.
What does Richard specialize in?
Richard's specialties include estate & legacy planning, tax planning, small business owners, family wealth transfer and retirement planning.
Is Richard Morgan registered with the SEC?
Yes. Richard Morgan is registered as an investment adviser representative in TX (CRD 5044531), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does SSB&T Wealth manage?
SSB&T Wealth reports $445.1M across 168 accounts in assets under management.
How do I contact Richard Morgan?
Through Richard's website, www.ssbtwealth.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
- SSB&T Wealth 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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