Morgan
Arford
Comprehensive Wealth Management
Answer a few questions and
get matched with an advisor.
About this Advisor
Morgan Arford is a financial advisor based out of Lynnwood, Washington with 15 years of relevant experience. Arford works at Comprehensive Wealth Management. Their career trajectory has included roles at Comprehensive Wealth Management, Geneos Wealth Management and Independent Financial Group. Arford maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Washington. Comprehensive Wealth Management is a registered investment company headquartered in Lynnwood, WA. It oversees $281 million in assets under management across its 1,578 accounts, making it one of the mid-sized firms in the country by assets under management. The firm advises one charities and foundations. Of its 1,578 customer accounts, 16% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Comprehensive Wealth Management provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial management fee schedules typically vary depending on which services the firm provides the client. However, fee types charged by Comprehensive Wealth Management can include any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Comprehensive Wealth Management Brokerage Details
$280,754,746
12
1,578
$177,918
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Morgan Arford Work History
Morgan has been registered as a financial advisor for 15 years.*
Independent Financial Group
Comprehensive Wealth Management
Geneos Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Morgan Arford to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Comprehensive Wealth Management
Lynnwood, WA
Lynnwood, WA
Lynnwood, WA
Lynnwood, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
