Catherine Morgan is a CFP-designated registered investment advisor at Access Planning Partners, LLC, based in Alpharetta, GA, with 9 years of industry experience. Catherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 3 more. Their firm serves 25 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
APP offers investment advisory services through third-party money managers. The monthly fee for these services ranges from $50 to $1,000, depending on the average value of your assets. This fee is negotiable. Clients with assets less than $250,000 may be offered portfolio design via Betterment for Advisors, in which case platform fees (not to exceed 0.2% of balance in those accounts) are paid by the client's account.
Contact
Catherine Morgan
Location
Alpharetta, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Catherine is a sole proprietor and CPA, offering tax preparation and bookkeeping services since 2018. This takes about half of Catherine's time during tax season and minimal time otherwise.
Employment History
Current Registrations
Access Planning Partners, LLC
Previous Registrations
Elm3 Financial Group, LLC
State Registrations1 state
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.