Connor Morenzi
Wealthcare Investment Partners · Smithfield, Rhode Island
Connor Morenzi is a fee-only financial advisor at Wealthcare Investment Partners in Smithfield, Rhode Island. Wealthcare Investment Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Wealthcare Investment Partners |
|---|---|
| Based in | Smithfield, Rhode Island |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $859.6M across 3,208 accounts |
| SEC registration | Investment adviser representative in RI · CRD 6631987 |
| Exams passed | Series 66 (2019) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.wcipllc.com |
| Profile |
How Connor's firm compares
- Wealthcare Investment Partners's average account is about $268,000, from its Form ADV (assets managed divided by 3,208 accounts).
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Questions about Connor
Is Connor Morenzi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Connor holds no broker registration, and Wealthcare Investment Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Connor charge for financial advice?
Connor's firm, Wealthcare Investment Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Connor Morenzi based?
Connor Morenzi is based in Smithfield, Rhode Island.
Is Connor Morenzi registered with the SEC?
Yes. Connor Morenzi is registered as an investment adviser representative in RI (CRD 6631987), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealthcare Investment Partners manage?
Wealthcare Investment Partners reports $859.6M across 3,208 accounts in assets under management.
How do I contact Connor Morenzi?
Through Connor's website, www.wcipllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Rhode Island
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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