Jeremy Morris
Five Pine Wealth Management · Coeur D'Alene, Idaho
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).
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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 | $191.8M across 960 accounts |
| SEC registration | Investment adviser representative in AZ, CA, ID, MT, OR, TX, WA · CRD 6714459 |
| Exams passed | Series 63 (2017) · Series 65 (2017) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.fivepinewealth.com |
| Profile |
How Jeremy's firm compares
- Five Pine Wealth Management's average account is about $200,000, from its Form ADV (assets managed divided by 960 accounts).
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Questions about Jeremy
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.
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
- Five Pine Wealth Management 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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