Nicholas Morgan is a registered investment advisor at Rfg Advisory, LLC, based in Macon, GA, with 9 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 13,845 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RFG Advisory charges a fee based on a percentage of the value of your portfolio. This fee covers the Financial Advisor's services, an RFG platform fee (up to 0.50%), and potentially a strategist fee. The total fee can vary depending on the services provided and the Financial Advisor you work with. Fees are billed quarterly, in advance. Accounts under $10,000 managed through SMArtX incur an additional $10 per month platform fee.
Location
1305 Hardeman Ave, Suite 200, Macon, GA, 31201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nicholas sells insurance and fixed index annuity products through Black Oak Asset Management/Morgan Wealth Stewardship, dedicating full-time hours to this activity. He also serves in leadership roles at Ingleside Baptist Church and the Forsyth-Monroe County Chamber of Commerce, spending a few hours per week on each.
Employment History
Current Registrations
Rfg Advisory, LLC
Previous Registrations
Silver Oak Securities, INC.
Christy Capital Management, INC.
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.