About
Alex Morgan is a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst with over 20 years of experience guiding high-net-worth individuals and families through complex wealth management challenges. Based in San Francisco, Alex founded Morgan Wealth Advisors after a decade at Goldman Sachs to build a truly independent, fiduciary practice. A recognized thought leader in AI-era financial planning, Alex has been featured in The Wall Street Journal, Forbes, and Barron's Top 100 Financial Advisors list three years running. Alex's integrated approach combines investment management, tax optimization, estate planning, and behavioral coaching into a single, cohesive wealth strategy.
Investment Philosophy
Great wealth management is not about beating benchmarks — it is about building a strategy so well-matched to your life that you never have to worry about markets again. I combine institutional-grade investment discipline with genuinely personalized financial planning to help clients accumulate, protect, and transfer wealth across generations. Every recommendation I make is fee-only, conflict-free, and grounded in evidence.
The best investment is a plan you trust completely.
Introduction Video
Alex Morgan — Introduction VideoFirm Information
FirmMorgan Wealth Advisors
PositionFounder & Chief Wealth Officer
Agency TypeRIA
Firm CRD#112233
About Firm
A San Francisco-based fee-only registered investment advisory firm managing over $500M in assets for high-net-worth individuals, families, and foundations. Founded on the conviction that clients deserve unconflicted, institutional-quality advice without institutional minimums.
Firm Location
Professional Details
Advisor CRD#445566
Fiduciary Yes — acts in your best interest
CompensationFee-Only
Designations
Licenses
Investment Information
Assets Under Management$520M
SEC Form ADV View Form ADV →
Form CRS View Form CRS →
Investment Products
Practice Focus
Specialties
- Start-ups 41%
- Waste Management 39%
- Retailers 20%
Preferred Client Type
- Artists 30%
- Athletes/Entertainers 30%
- Colleges/Universities 25%
- Advertising Executives 15%
Education
Years of Experience 15
About Me
Hobbies & Interests
Favorite Sports Teams
Community Involvement American Association of Individual Investors, Financial Planning Association (FPA)
Languages Spoken
Fun Facts
Favorite Travel Destinations Costa Rica, Italy, Spain
Currently Reading Lord of the Flies
Music Country Music
Something You Might Not Know I love AI
Best News Ever Received Birth of family member.
Favorite Movies 2001: A Space Odyssey, Casa Blanca, The Lighthouse