Morling Financial Advisors, LLC

Morling Financial Advisors, LLC is an independent registered investment advisor founded in 1999 in California. The firm offers financial planning and investment management services to individuals, families, businesses, retirement plans, and non-profit organizations. Clients can engage Morling Financial Advisors for discretionary investment management services, where assets are allocated across various securities and investment vehicles. The firm also provides financial planning and consulting services covering a wide range of financial topics. Morling Financial Advisors manages over $755 million in client assets as of December 31, 2024. Regarding fees, the firm charges annualized investment management fees based on a tiered fee schedule, with a minimum annual fee of $15,000. Financial planning and consulting services are billed on a flat fee or hourly basis. The firm does not charge performance-based fees or side-by-side management fees. Morling Financial Advisors acts as a fiduciary and does not accept compensation for the sale of investment products. Clients have the option to direct brokerage and may impose reasonable restrictions on the management of their assets. The firm does not have any disciplinary history and has no financial commitments impairing its ability to meet client obligations.