Dexter Morse
Covenant Asset Management · Bonita Springs, Florida
Dexter Morse is a fee-only financial advisor at Covenant Asset Management in Bonita Springs, Florida, who holds the CFP credential. Covenant Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Covenant Asset Management |
|---|---|
| Based in | Bonita Springs, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $692.6M across 665 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, NJ · CRD 6199644 |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.covasset.com |
How Dexter's firm compares
- Covenant Asset Management's average account is about $1.0 million, from its Form ADV (assets managed divided by 665 accounts).
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Questions about Dexter
Is Dexter Morse a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dexter holds no broker registration, and Covenant Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dexter charge for financial advice?
Dexter's firm, Covenant Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Dexter Morse based?
Dexter Morse is based in Bonita Springs, Florida.
What credentials does Dexter Morse hold?
Dexter Morse holds the CFP credential.
Is Dexter Morse registered with the SEC?
Yes. Dexter Morse is registered as an investment adviser representative in FL and NJ (CRD 6199644), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Covenant Asset Management manage?
Covenant Asset Management reports $692.6M across 665 accounts in assets under management.
How do I contact Dexter Morse?
Through Dexter's website, www.covasset.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bonita Springs
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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