# Jake Morris

> Jake Morris is a fee-only financial advisor at Fun Financial in Rhinebeck, New York, who holds the CFP credential.

Page: https://find.wellspent.co/advisors/jake-morris/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Fun Financial
- **Based in:** Rhinebeck, New York
- **Credentials:** CFP

## Frequently asked questions

### Is Jake Morris a fee-only financial advisor?

Yes. Jake Morris is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only).

### Where is Jake Morris based?

Jake Morris is based in Rhinebeck, New York.

### What credentials does Jake Morris hold?

Jake Morris holds the CFP credential.

### How do I contact Jake Morris?

Contact details aren't on file yet. Search for Fun Financial.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/46023): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.