Marc Morgan is a registered investment advisor at Heroic Financial LLC, based in Barnegat, NJ, with 2 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Heroic Financial charges $195 per hour for financial planning services. Fees are due upon delivery of the completed plan.
Location
Barnegat, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Marc works as a public safety officer in Evesham Township, dedicating nearly full-time hours to this role. He also serves as a trustee for the Police and Firemen's Retirement System of New Jersey, spending about 10-20% of his time on this.
Employment History
Current Registrations
Heroic Financial LLC
Previous Registrations
Heroic Financial LLC
State Registrations1 state
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