Joseph Morelli
Keudell Morrison Wealth Management · Salem, Oregon
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.
Request an introduction to Joseph →
Facts
| Firm | Keudell Morrison Wealth Management |
|---|---|
| Based in | Salem, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $921.5M across 2,083 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR, TX · CRD 7506257 |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.keudellmorrisonwm.com |
How Joseph's firm compares
- Keudell Morrison Wealth Management's average account is about $442,000, from its Form ADV (assets managed divided by 2,083 accounts).
Request an introduction to Joseph
Tell Joseph a little about what you're looking for. Joseph isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Joseph
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.
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.
See something wrong? Request a correction. Read our methodology.