Brian Walter Morton

CFP

2 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Brighton Jones LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

140 advisors

Number of Clients

3,317 clients

Average Client Portfolio

$4.5M average

Assets Under Management

$15.0B

Fee Structure

Financial Planning:Included in AUM fee

Minimum Annual Fee:$10,000

Location

8150 N. Central Expressway, Suite 875, Dallas, TX, 75206

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Brighton Jones LLC

October 2023 - Present · 2 yrs 4 mos

Previous Registrations

Evensky & Katz/foldes Wealth Management

April 2023 - August 2023 · 4 mos

State Registrations2 states

TXWA

Advisor

Exams

No exam information available for this advisor.