Morton Financial Advice
Harvard, Massachusetts
Morton Financial Advice at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 21 individual clients, 16 of them high net worth.
- Its average account is about $141,000 (assets it manages divided by its 153 accounts).
- Its ongoing planning fee starts at $12,000 a year, above the Massachusetts median of $5,000.
- Its hourly rate of $480 is above the Massachusetts median of $300.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Harvard, Massachusetts |
|---|---|
| Website | mortonfinancialadvice.com |
Questions about Morton Financial Advice
How much does Morton Financial Advice charge?
Morton Financial Advice publishes these prices: ongoing planning: from $12,000 a year; one-time plan: from $3,400; hourly: $480 an hour. We found this on its website, checked October 28, 2026.
Does Morton Financial Advice have an account minimum?
No. Morton Financial Advice says it has no account minimum. We found this on its website, checked October 28, 2026.
How is Morton Financial Advice paid?
Morton Financial Advice's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Morton Financial Advice have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Morton Financial Advice.
What is the average account at Morton Financial Advice?
Morton Financial Advice's average account is about $141,000. That's the assets on its Form ADV divided by its 153 accounts.
What does Morton Financial Advice specialize in?
Morton Financial Advice's advisors and website list equity compensation, flat-fee planning, tax planning and estate & legacy planning.
Is Morton Financial Advice accepting new clients?
Yes, according to Morton Financial Advice's website, checked October 28, 2026.
Does Morton Financial Advice work with clients virtually?
Yes. Morton Financial Advice's website says it works with clients virtually.
Morton Financial Advice fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $12,000 a year |
|---|---|
| One-time plan | From $3,400 |
| Hourly | $480 an hour |
| Account minimum | None |
| How it charges | Flat fee · Hourly · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Full Service | $12K/Year+" source
"Express | $3,400" source
"$480 / Hour" source
"No. The Express and Comprehensive planning packages have no asset minimum." source
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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $22 million |
| Individual clients | 5 |
| High-net-worth clients | 16 |
| Accounts managed | 153 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | August 27, 2026 |
| SEC record | CRD 293530 |
Advisors at this firm (1)
Other fee-only firms in Massachusetts
- MSA Financial · Braintree
- Murray Financial Advisors · Tyngsboro
- Napier Financial · Braintree
- Needham Advisory · North Andover
- Neiman & Associates Financial Services · Arlington
- Nestegg Financial · Middleton
- Neumeier Capital Management · Concord
- New Shore Financial LLC · Wrentham