Josh Morris
Ideal Financial Planning, LLC · Oklahoma City, Oklahoma
Josh Morris is a fee-only financial advisor at Ideal Financial Planning, LLC in Oklahoma City, Oklahoma, who holds the CFP, CPA and PFS credentials. Ideal Financial Planning, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Ideal Financial Planning, LLC |
|---|---|
| Based in | Oklahoma City, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Credentials | CFP · CPA · PFS |
| SEC registration | Investment adviser representative in OK, TX · CRD 6603668 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | idealfp.com |
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Questions about Josh
Is Josh Morris a fee-only financial advisor?
Yes. Josh Morris is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Josh's firm.
How does Josh charge for financial advice?
Josh's firm, Ideal Financial Planning, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Josh Morris based?
Josh Morris is based in Oklahoma City, Oklahoma.
What credentials does Josh Morris hold?
Josh Morris holds the CFP, CPA and PFS credentials.
Is Josh Morris registered with the SEC?
Yes. Josh Morris is registered as an investment adviser representative in OK and TX (CRD 6603668), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Josh Morris?
Through Josh's website, idealfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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