Morgan H. Smith Jr.

Morgan H. Smith Jr.

| CFP®

WorthPointe

(800) 620-4232 x708

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Fee-Only Financial Planner serving clients nation-wide, with offices in Dallas, Fort Worth, Orange County and San Diego.

Specialties

  • Financial Planning
  • Trusts
  • 401(k) Retirement/Pensions
  • Tax Planning
  • Asset Protection
  • Estate Planning
  • Charitable Giving

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6836 Bee Cave Rd.
Suite 210
Austin, TX 78746

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Morgan H. Smith Jr. IMBA CFP, who has been a fee-only financial planner for over 12 years. He is based in Austin, TX and specializes in wealth management for successful families, business owners, retirement plans and institutions requiring a disciplined fiduciary process.

An Assistant Professor at the University of San Diego, Morgan has been a frequent speaker to many professional organizations and has appeared on CNBC, Fox Business New Live and is a founding member of the Strategic Trusted Advisors Roundtable. Learn More and/or Contact Morgan

Morgan Smith, who has been a fee-only advisor for over 12 years, specializes in wealth management for successful families, business owners, retirement plans and institutions requiring a disciplined fiduciary process. He has 20+ years of experience in leadership positions in finance, business development, and education, and he’s lived and travelled abroad extensively, cultivating a unique perspective and insight into the interrelationship between investments and successful investors.

Morgan graduated from the University of San Diego cum laude with a BA in computer science and was commissioned as an officer in the U.S. Navy. After receiving his Naval Flight Officer wings, he was based out of NAS Miramar and made numerous deployments with Fighter Squadron 51 in the F-14A Tomcat, including combat operations in the Persian Gulf.

As an Assistant Professor of Naval Science at the University of San Diego, Morgan taught engineering and leadership and management and received an International MBA. Morgan also holds the CERTIFIED FINANCIAL PLANNER™ professional credential. He has been a frequent speaker to many professional organizations and has appeared on CNBC and Fox Business New Live. He is President of the Mahabodhi Buddhist Charitable Organization and a founding member of the Strategic Trusted Advisors Roundtable.

Morgan is also an accomplished musician and songwriter. He has written and released five albums and plays guitar, blues harp, and drums. He has played concerts with a long list of well-known bands.

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WorthPointe is a fee-only financial planning firm built to support strong client-relationships, long-term financial planning, and act as an unbiased source of financial advice for business owners, executives, and their families. Our CERTIFIED FINANCIAL PLANNER™ professionals integrate investment consulting with tax planning, asset protection, estate planning and charitable giving; using our five-step process.

As a fee-only firm, you always know what you're paying for by laying out the precise nature of our financial planning services and how our strategies support your unique financial planning/wealth management goals. Our CERTIFIED FINANCIAL PLANNER™ professionals cater to a select group of high growth entrepreneurs and their families by providing client-centered advice and customizable strategies. To discuss partnering with one of our financial planners, contact us today.

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