Morgan Allen is a registered investment advisor at Beau Morgan Advisors, based in Pittsford, NY, with 5 years of industry experience. Morgan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1 clients with $750M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Hourly Financial Planning and Consulting — $500 - $2,000 per hour
- Fixed Fee Financial Planning and Consulting — $500 - $50,000 per project
Location
Pittsford, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Morgan is a Wealth Advisor at Invessent Wealth Management, LLC, a registered investment adviser, providing investment advisory and financial planning services. This activity takes nearly all of Morgan's time, including nearly full-time hours during securities trading hours.
Employment History
Current Registrations
Beau Morgan Advisors
Previous Registrations
Stratos Wealth Advisors LLC
Capitol Securities Management, INC.
Capitol Securities Management, INC.Broker
Charles Schwab & CO., INC.Broker
State Registrations1 state
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