# Stefanie Morgan

> Stefanie Morgan is a fee-only financial advisor at NRG Wealth Management in Oro Valley, Arizona, who holds the CFP credential. NRG Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/stefanie-morgan/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** NRG Wealth Management
- **Based in:** Oro Valley, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $242.0M across 418 accounts
- **Credentials:** CFP
- **CRD:** 2178991 (https://adviserinfo.sec.gov/individual/summary/2178991)
- **SEC registration:** Investment adviser representative in AZ, CA, CO, NE
- **Exams passed:** Series 63 (2011), Series 65 (1994)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.navigationretirement.com/

## Frequently asked questions

### Is Stefanie Morgan a fee-only financial advisor?

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

### How does Stefanie charge for financial advice?

Stefanie's firm, NRG Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Stefanie Morgan based?

Stefanie Morgan is based in Oro Valley, Arizona.

### What credentials does Stefanie Morgan hold?

Stefanie Morgan holds the CFP credential.

### Is Stefanie Morgan registered with the SEC?

Yes. Stefanie Morgan is registered as an investment adviser representative in AZ, CA, CO and NE (CRD 2178991), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does NRG Wealth Management manage?

NRG Wealth Management reports $242.0M across 418 accounts in assets under management.

### How do I contact Stefanie Morgan?

Through Stefanie's website, www.navigationretirement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2178991): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.