Audrey Morrison
Cairn Financial Advisors, LLC · Denver, Colorado
Audrey Morrison is a fee-only financial advisor at Cairn Financial Advisors, LLC in Denver, Colorado, who holds the CFP and MBA credentials. Audrey charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $3,000 a year and one-time plans from $600) and focuses on divorce financial planning, retirement planning and student loans.
Request an introduction to Audrey →
Specialties
Who they serve
- Mid-life transitions
- Divorced individuals
Facts
| Firm | Cairn Financial Advisors, LLC |
|---|---|
| Based in | Denver, Colorado |
| Fee model | Percentage of assets · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $3,000 a year · One-time plans from $600 · 1% a year on the first tier of assets managed · Typically works with clients with $300,000 or more |
| Assets under management | $17.6M across 60 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in TX · CRD 6584544 |
| Exams passed | Series 65 (2016) · Series 63 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | cairnfinancialadvisors.com |
| Profile |
How Audrey's firm compares
- Ongoing planning starts at $3,000 a year, below the Colorado median of $6,000 for fee-only firms that publish prices.
- A one-time plan starts at $600, below the Colorado median of $2,500 for fee-only firms that publish prices.
- Cairn Financial Advisors, LLC's average account is about $293,000, from its Form ADV (assets managed divided by 60 accounts).
Request an introduction to Audrey
Tell Audrey a little about what you're looking for. Audrey isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Audrey
Is Audrey Morrison a fee-only financial advisor?
Yes. Audrey Morrison is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Audrey's firm.
How does Audrey charge for financial advice?
Audrey charges a percentage of assets, an ongoing planning fee and a one-time planning fee.
How much does Audrey charge?
According to Cairn Financial Advisors, LLC's website, checked October 28, 2026: ongoing planning from $3,000 a year; one-time plans from $600; 1% a year on the first tier of assets managed; typically works with clients with $300,000 or more.
Where is Audrey Morrison based?
Audrey Morrison is based in Denver, Colorado.
What does Audrey specialize in?
Audrey's specialties include divorce financial planning, retirement planning, student loans, tax planning and estate & legacy planning. Audrey works with mid-life transitions and divorced individuals.
What credentials does Audrey Morrison hold?
Audrey Morrison holds the CFP and MBA credentials.
Is Audrey Morrison registered with the SEC?
Yes. Audrey Morrison is registered as an investment adviser representative in TX (CRD 6584544), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Cairn Financial Advisors, LLC manage?
Cairn Financial Advisors, LLC reports $17.6M across 60 accounts in assets under management.
How do I contact Audrey Morrison?
Through Audrey's website, cairnfinancialadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Cairn Financial Advisors, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.