# Joseph Morelli

> Joseph Morelli is a fee-only financial advisor at Keudell Morrison Wealth Management in Salem, Oregon, who holds the CFP credential. Keudell Morrison Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Keudell Morrison Wealth Management
- **Based in:** Salem, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $921.5M across 2,083 accounts
- **Credentials:** CFP
- **CRD:** 7506257 (https://adviserinfo.sec.gov/individual/summary/7506257)
- **SEC registration:** Investment adviser representative in OR, TX
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** https://www.keudellmorrisonwm.com/

## Frequently asked questions

### Is Joseph Morelli a fee-only financial advisor?

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

### How does Joseph charge for financial advice?

Joseph's firm, Keudell Morrison Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Joseph Morelli based?

Joseph Morelli is based in Salem, Oregon.

### What credentials does Joseph Morelli hold?

Joseph Morelli holds the CFP credential.

### Is Joseph Morelli registered with the SEC?

Yes. Joseph Morelli is registered as an investment adviser representative in OR and TX (CRD 7506257), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Keudell Morrison Wealth Management manage?

Keudell Morrison Wealth Management reports $921.5M across 2,083 accounts in assets under management.

### How do I contact Joseph Morelli?

Through Joseph's website, www.keudellmorrisonwm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7506257): 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.