PlannerFees

Morton Financial Advice LLC fees and pricing

Financial planner in Harvard, Massachusetts. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 27, 2026, Morton Financial Advice LLC charges $360⁠-⁠$600 an hour, a flat or project fee of $2,400⁠-⁠$7,500, and an annual fee of $8,400 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$360⁠-⁠$600/hr
“Financial Planning fees are charged either as a fixed-fee quote, generally between $2,400 $7,500 or at an Hourly Services rate between $360 - $600 per hour.”
Flat or project fee
$2,400⁠-⁠$7,500

From the same sentence as above.

Annual fee
$8,400/yr
“​Has a starting base of $8,400 that covers a NWmpr from $0 - $1,000,000 (i.e. if a client has a $500,000 of NWmpr, her annual fee is $8,400)”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Morton Financial Advice LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “If an hourly fee program is chosen, MFA charges a one time setup fee of $500, payable before the start of services. 6 Fees for services are payable by electronic funds transfer (EFT) or check.”
  • “The Advisory Contract may be terminated with written notice at least 30 calendar days in advance.”
  • “If the initial deposit is greater than the amount billed, then the client will be refunded the difference.”

How Morton Financial Advice LLC’s fees compare

  • Its hourly rate of $360-$600 is above the Massachusetts median of $300. 89% of the 183 other Massachusetts planners that publish an hourly rate charge less.
  • Its flat or project fee of $2,400-$7,500 spans the Massachusetts median of $4,750. 52% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
  • Its annual fee of $8,400 is above the Massachusetts median of $8,250. 52% of the 62 other Massachusetts planners that publish an annual fee charge less.

About Morton Financial Advice LLC

“Our firm offers several ways to work with a financial planner to help clients reach their goals.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

  • Estate planning
  • College planning
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
2% a year
Clients
21
Employees
2
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$21,506,795
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
293530
Website
twitter.com/morton_FA (opens in new tab)
Phone
(978) 309-9663

Can advise clients in 5 states: California, Colorado, Massachusetts, New York, Pennsylvania

Other planners in Massachusetts that publish fees

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Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.