Renee Dubois Morgan

25 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingSocially Responsible InvestingHigh Net Worth

First Affirmative Financial Network LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

2,316 clients

Average Client Portfolio

$413K average

Assets Under Management

$956.1M

Fee Structure

Minimum Investment:$25K

Location

Layfette, CO

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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

First Affirmative Financial Network LLC

April 2025 - Present · 10 mos

Previous Registrations

Adasina Social Capital

May 2020 - October 2025 · 5 yrs 5 mos

Impact Investors

January 2019 - January 2020 · 1 yr

First Affirmative Financial Network LLC

June 2016 - January 2019 · 2 yrs 7 mos

Better World Investments, INC.

April 2012 - December 2016 · 4 yrs 8 mos

Better World Investments, INC.

April 2012 - December 2015 · 3 yrs 8 mos

Better World Investments, INC.

April 2012 - December 2014 · 2 yrs 8 mos

National Planning Corporation ("npc of America" in Fl & Ny)

March 2004 - June 2016 · 12 yrs 3 mos

National Planning CorporationBroker

May 2000 - June 2016 · 16 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.