Firm
BeauMorgan
Pittsford, New York
Fee-only
BeauMorgan at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 2 employees and 11 individual clients, 3 of them high net worth.
- Its average account is about $48.3 million (assets it manages divided by its 22 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Pittsford, New York |
|---|---|
| Website | beaumorgan.com |
| [email protected] | |
| Phone | (585) 301-7970 |
BeauMorgan fees
BeauMorgan doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Subscription · Fixed fees |
|---|---|
| Assets managed | $1.1 billion |
| Individual clients | 8 |
| High-net-worth clients | 3 |
| Accounts managed | 22 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-132802) |
| Financial planning | Offered |
| Form ADV filed | October 20, 2026 |
| SEC record | CRD 336355 |