Carey Morgan is a CFP, ChFC-designated registered investment advisor at Livelihood LLC, based in Philadelphia, PA, with 6 years of industry experience. Carey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
After a comprehensive financial plan, you can maintain a regular meeting schedule with Livelihood LLC to continually receive advice and guidance on your financial trajectory. Meetings are scheduled as needed to update your plan or coach you on cash flow and other issues.
- Comprehensive Financial Plan - $1,000 to $5,000 depending on the scope of the engagement. This involves data gathering, values and goals review, analysis, plan development, and 1-4 meetings.
- Hourly Financial Planning - $150-$250/hour, billed in fifteen-minute increments.
- Educational Seminars/Workshops - Fees range from $50-$500 for online webinars.
Contact
Carey Morgan
Location
Philadelphia, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Livelihood LLC
State Registrations3 states
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