Stefanie Morgan
NRG Wealth Management · Oro Valley, Arizona
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.
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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 | $242.0M across 418 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, CA, CO, NE · CRD 2178991 |
| Exams passed | Series 63 (2011) · Series 65 (1994) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.navigationretirement.com |
How Stefanie's firm compares
- NRG Wealth Management's average account is about $579,000, from its Form ADV (assets managed divided by 418 accounts).
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Questions about Stefanie
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.
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
- 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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