James Morris
Morris Financial Concepts · Mount Pleasant, South Carolina
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.
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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 | $538.4M across 938 accounts |
| SEC registration | Investment adviser representative in CT, SC · CRD 6314769 |
| Exams passed | Series 65 (2016) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.mfcplanners.com |
| Profile |
How James's firm compares
- Morris Financial Concepts's average account is about $574,000, from its Form ADV (assets managed divided by 938 accounts).
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Questions about James
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.
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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