# James Morris

> James Morris is a fee-only financial advisor at Morris Financial Concepts in Mount Pleasant, South Carolina. Morris Financial Concepts reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-morris/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Morris Financial Concepts
- **Based in:** Mount Pleasant, South Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $538.4M across 938 accounts
- **CRD:** 6314769 (https://adviserinfo.sec.gov/individual/summary/6314769)
- **SEC registration:** Investment adviser representative in CT, SC
- **Exams passed:** Series 65 (2016)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://www.mfcplanners.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Morris Financial Concepts reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does James charge for financial advice?

James's firm, Morris Financial Concepts, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is James Morris based?

James Morris is based in Mount Pleasant, South Carolina.

### Is James Morris registered with the SEC?

Yes. James Morris is registered as an investment adviser representative in CT and SC (CRD 6314769), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Morris Financial Concepts manage?

Morris Financial Concepts reports $538.4M across 938 accounts in assets under management.

### How do I contact James Morris?

Through James's website, www.mfcplanners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6314769): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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