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Abigail Turner Morton

GOLDMAN FINANCIAL PLANNING, LLC·FALMOUTH, Maine
Series 65Clean record15 years registeredGOLDMAN FINANCIAL PLANNING, LLC
19 NORTHBROOK DRIVE, FALMOUTH, ME 04105CRD# 4788220Firm CRD# 164542

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Abigail Turner Morton · FALMOUTH, ME
Registration
CRD #4788220 · GOLDMAN FINANCIAL PLANNING, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

EP WEALTH ADVISORS
Nov 2024 – present
GATHER FINANCIAL PLANNING
Jul 2018 – Jan 2025
Bangor, ME
SAGEPATH FINANCIAL PLANNING, LLC
Jun 2013 – Aug 2018
BANGOR, ME
CAPELLA FINANCIAL SERVICES, LLC
Jul 2011 – Aug 2013
BANGOR, ME
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 11, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GOLDMAN FINANCIAL PLANNING, LLC
CRD 164542 · SEC 801-118146
AUM
$148M
Regulatory assets under management
Employees
6
400 client accounts
Services offered by GOLDMAN FINANCIAL PLANNING, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at GOLDMAN FINANCIAL PLANNING, LLC →
Introduction

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05

Frequently Asked Questions

What services does Abigail Turner Morton offer?
Abigail Turner Morton specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FALMOUTH, Maine for a consultation.
What are Abigail Turner Morton's credentials?
Abigail Turner Morton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Abigail Turner Morton located?
Abigail Turner Morton is based in FALMOUTH, Maine, working with GOLDMAN FINANCIAL PLANNING, LLC. Their office serves clients in the FALMOUTH metropolitan area and surrounding communities.
How does Abigail Turner Morton charge for services?
Abigail Turner Morton's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GOLDMAN FINANCIAL PLANNING, LLC?
GOLDMAN FINANCIAL PLANNING, LLC has approximately 6 employees and manages $148M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GOLDMAN FINANCIAL PLANNING, LLC

Michael Corey Goldman
FALMOUTH, ME
Elizabeth Alden Williams
FALMOUTH, ME

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Nearby cities in Maine
PORTLAND (79)BANGOR (18)SOUTH PORTLAND (5)BRUNSWICK (5)BAR HARBOR (5)WATERVILLE (3)CAPE ELIZABETH (2)ELLSWORTH (2)AUGUSTA (2)BREWER (2)
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Research
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