PlannerFees

Morton Wealth fees and pricing

Financial planner in Calabasas, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 25, 2026, Morton Wealth charges $350 an hour, a flat or project fee of $6,000, and an annual fee of $6,000⁠-⁠$15,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$350/hr
“Standard fees are generally charged on a fixed fee basis ranging between $6,000 and $15,000 or by the hour at $350/hour depending on the breadth of services provided and the complexity of the client’s situation.”
Flat or project fee
$6,000
“In these scenarios, clients will generally be charged a fixed fee of $6,000 for a twelve-month financial planning engagement.”
Annual fee
$6,000⁠-⁠$15,000/yr
“Modearn clients generally pay a fixed fee ranging from $6,000 to $15,000 per annum.”

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

How Morton Wealth bills

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

  • “In those cases, a fixed annual fee is agreed upon with the client and is billed quarterly in advance.”
  • “Morton bills for fees on a quarterly basis based on calendar quarters and asset-based fees are calculated using the account’s asset value (including cash and cash equivalents) as of the last business day of the prior quarter unless otherwise agreed upon.”
  • “Fees are generally billed in advance, and due on the first day of the quarter.”

How Morton Wealth’s fees compare

  • Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
  • 1 of the 4 other planners in Calabasas that publish an hourly rate charge less.
  • Its flat or project fee of $6,000 is above the California median of $5,000. 62% of the 796 other California planners that publish a flat or project fee charge less.
  • None of the 2 other planners in Calabasas that publish a flat or project fee charge less.
  • Its annual fee of $6,000-$15,000 spans the California median of $6,250. 71% of the 224 other California planners that publish an annual fee charge less.

About Morton Wealth

“Investment Advisory Services Morton provides customized investment advisory and financial planning services, with a goal of building long-term relationships based on trust.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 58 employees.
  • Founded: 1981 (45 years).

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Clients
1,215
Employees
58
Works with
Individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops
Assets managed
$3,465,652,532
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
141250
Website
instagram.com/herself_by_morton (opens in new tab)
Phone
(818) 222-4727

Can advise clients in 18 states: Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Louisiana, Minnesota, North Carolina, Nevada, New York, Ohio, Oregon, Texas, Utah, Virginia, Washington

Other planners in Calabasas that publish fees

Compare all 9 planners in Calabasas

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.