Graham Morris
Fiduciary Organization · Greenville, South Carolina
Graham Morris is a fee-only financial advisor at Fiduciary Organization in Greenville, South Carolina. Fiduciary Organization reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Fiduciary Organization |
|---|---|
| Based in | Greenville, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $14.8M across 161 accounts |
| SEC registration | Investment adviser representative in SC, UT · CRD 7272813 |
| Exams passed | Series 65 (2021) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.fiduciaryorg.com |
How Graham's firm compares
- Fiduciary Organization's average account is about $92,000, from its Form ADV (assets managed divided by 161 accounts).
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Questions about Graham
Is Graham Morris a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Graham holds no broker registration, and Fiduciary Organization reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Graham charge for financial advice?
Graham's firm, Fiduciary Organization, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Graham Morris based?
Graham Morris is based in Greenville, South Carolina.
Is Graham Morris registered with the SEC?
Yes. Graham Morris is registered as an investment adviser representative in SC and UT (CRD 7272813), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fiduciary Organization manage?
Fiduciary Organization reports $14.8M across 161 accounts in assets under management.
How do I contact Graham Morris?
Through Graham's website, www.fiduciaryorg.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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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