Jarrett Morris
RiversEdge Advisors · Wilmington, Delaware
Jarrett Morris is a fee-only financial advisor at RiversEdge Advisors in Wilmington, Delaware, who holds the CFP and ChFC credentials. Jarrett focuses on estate & legacy planning, tax planning and retirement planning. RiversEdge Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Ultra high net worth
- Multi-generational families
Facts
| Firm | RiversEdge Advisors |
|---|---|
| Based in | Wilmington, Delaware |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $928.4M across 1,515 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in DE · CRD 5146654 |
| Exams passed | Series 63 (2006) · Series 65 (2006) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.riversedgeadvisors.com |
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Questions about Jarrett
Is Jarrett Morris a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jarrett holds no broker registration, and RiversEdge Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jarrett charge for financial advice?
Jarrett's firm, RiversEdge Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jarrett Morris based?
Jarrett Morris is based in Wilmington, Delaware.
What does Jarrett specialize in?
Jarrett's specialties include estate & legacy planning, tax planning, retirement planning, small business owners, founders (pre-exit) and family wealth transfer. Jarrett works with founders, ultra high net worth and multi-generational families.
What credentials does Jarrett Morris hold?
Jarrett Morris holds the CFP and ChFC credentials.
Is Jarrett Morris registered with the SEC?
Yes. Jarrett Morris is registered as an investment adviser representative in DE (CRD 5146654), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RiversEdge Advisors manage?
RiversEdge Advisors reports $928.4M across 1,515 accounts in assets under management.
How do I contact Jarrett Morris?
Through Jarrett's website, www.riversedgeadvisors.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
- RiversEdge Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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