Massey Morgan Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Massey Morgan Wealth Management serves individuals, pension and profit‑sharing plans, trusts, estates and charitable organizations by providing financial planning and advisory services such as determination of financial objectives, cash‑flow management, tax, retirement and education planning, and coordination with other professionals. The firm’s role is primarily advisory and planning-focused rather than acting as a direct custodian or broker for client assets.
Rather than managing portfolios in‑house, the firm refers clients to third‑party money managers and functions as a liaison—helping clients complete paperwork, delivering the third‑party managers’ disclosures, and reviewing custodial statements and periodic reports. The firm does not accept discretionary trading authority, does not vote client proxies, and clients are billed under the third‑party managers’ fee schedules while the firm receives disclosed referral and incentive compensation from those managers.
A noteworthy aspect of the firm is that its principals maintain licensed insurance businesses and one principal devotes a substantial portion of time to insurance activities; commissions from insurance sales are disclosed as potential conflicts of interest. The reliance on referral arrangements instead of direct portfolio management or charging AUM fees, together with disclosed incentive arrangements from a third‑party manager, distinguishes the firm from many peers in the supported‑advisor category.
Client services
Expertise
Fee options
Flat fee of $300 for Client Directed Accounts (non-discretionary accounts) plus $15 quarterly technology fee
$0+: 2.15% $0+: 2.00% $0+: 1.85% $0+: 1.70% $0+: 1.50% $0+: 1.00%
Commission-based compensation through affiliated insurance sales agents, details not specifically stated
Hourly charges reported in SEC Part 1; no specific rates stated in brochure
Minimum fee: $300 for Client Directed Accounts (flat fee) plus $15 quarterly technology fee per account or investment strategy
Main office
Medford NJ
Advisors at this office
2
Most active in
New Jersey · Pennsylvania
Also doing business as
Massey Morgan · Massey Morgan Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Linda M
Series 65
Medford, NJ
Massey Morgan Wealth Management, LLC
Linda Massey is a financial advisor with Massey Morgan Wealth Management, LLC, holding a Series 65 designation and four years of industry experience. She is also the owner of Massey Morgan Financial Solutions, LLC, an insurance sales and services business in Medford, NJ, where she spends approximately half of her professional time. Massey has been affiliated with Massey Morgan Wealth Management since 2012 and TZM Management, LLC since 2011. Massey Morgan Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations by providing financial planning and advisory services focused on financial objectives, cash-flow management, tax, retirement, and education planning. The firm acts primarily as an advisor and facilitator, referring clients to third-party money managers rather than managing portfolios in-house.
Thomas M
Series 63, Series 65
Medford, NJ
Massey Morgan Wealth Management, LLC
Thomas Morgan is a financial advisor at Massey Morgan Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Massey Morgan Wealth Management since 2012. In addition to his advisory role, he is owner and partner of Massey Morgan Financial Solutions, LLC, where he is involved on a limited basis. Massey Morgan Wealth Management provides financial planning and advisory services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm primarily acts as a liaison between clients and third-party money managers, focusing on planning and coordination rather than direct portfolio management.
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