# Jeremy Morris

> Jeremy Morris is a fee-only financial advisor at Five Pine Wealth Management in Coeur D'Alene, Idaho. Jeremy charges a percentage of assets (1.1% a year on the first tier of assets managed).

Page: https://find.wellspent.co/advisors/jeremy-morris/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Five Pine Wealth Management
- **Based in:** Coeur D'Alene, Idaho
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1.1% a year on the first tier of assets managed
- **Assets under management (firm):** $191.8M across 960 accounts
- **CRD:** 6714459 (https://adviserinfo.sec.gov/individual/summary/6714459)
- **SEC registration:** Investment adviser representative in AZ, CA, ID, MT, OR, TX, WA
- **Exams passed:** Series 63 (2017), Series 65 (2017)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.fivepinewealth.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jeremy holds no broker registration, and Five Pine Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeremy charge for financial advice?

Jeremy charges a percentage of assets.

### How much does Jeremy charge?

According to Five Pine Wealth Management's website, checked October 30, 2026: 1.1% a year on the first tier of assets managed.

### Where is Jeremy Morris based?

Jeremy Morris is based in Coeur D'Alene, Idaho.

### Is Jeremy Morris registered with the SEC?

Yes. Jeremy Morris is registered as an investment adviser representative in AZ, CA, ID, MT, OR, TX and WA (CRD 6714459), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Five Pine Wealth Management manage?

Five Pine Wealth Management reports $191.8M across 960 accounts in assets under management.

### How do I contact Jeremy Morris?

Through Jeremy's website, www.fivepinewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6714459): 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
- The firm's website (https://www.fivepinewealth.com/): specialties, clients served, and fees, checked October 30, 2026

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