Morgan Fippinger is a CFA, CFP-designated registered investment advisor at Pacific Capital, based in Corona, CA, with 9 years of industry experience. Morgan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 79 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 1.25% |
| $25.0M - $50.0M | 1.13% |
| $50.0M - $100.0M | 1.00% |
| $100M+ | 1.00% |
Fees are customized/negotiable above $100,000,000.
Fee Estimator
Location
1861 California Avenue, Suite 101, Corona, CA, 92881
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Morgan owns a retail business called Morgan's Bonsai in San Diego, CA, since May 2024. This takes a few hours per week of Morgan's time.
Employment History
Current Registrations
Pacific Capital
Previous Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations2 states
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