Abigail Turner Morton

Employer firm

Ep Wealth Advisors CRD 111147

$45.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• RETIREMENT PLAN ADVISORY SERVICES & TAX PREPARATION SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → 07/2018
  Sagepath Financial Planning, Llc
  Bangor, ME
• 07/2018 → 11/2024
  Gather Financial Planning
  Falmouth, ME
• 11/2024 → Present
  Ep Wealth Advisors, Llc
  Bangor, ME

Previous Registrations

• 2018-07-31 → 2025-01-22
  Gather Financial Planning
  Bangor, ME
  Falmouth, ME
  Bangor, ME
  Bangor, ME
• 2013-06-26 → 2018-08-23
  Sagepath Financial Planning, Llc
  Bangor, ME
• 2011-07-11 → 2013-08-09
  Capella Financial Services, Llc
  Bangor, ME

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-03-08

Designations

• Certified Financial Planner

Other Names

• Abigail Edward Turner
• Abigail Turner Pons