W Wellspent Public advisor graph
Wellspent public graph/Advisors/Matt Morizio
Advisor

Matt Morizio

We help high capacity families align money with purpose so it fuels their mission.”

Reconstructing Wealth · Daniel Island, South Carolina

Matt Morizio is a fee-only financial advisor at Reconstructing Wealth in Daniel Island, South Carolina. Matt charges a percentage of assets, a flat fee or retainer, hourly fees and a one-time planning fee (2% a year on the first tier of assets managed) and focuses on small business owners, retirement planning and sustainable & impact investing.

Percentage of assetsFlat fee or retainerHourly Fee-only Fiduciary

Request an introduction to Matt →

Specialties

Who they serve

  • HENRY (High Earners, Not Rich Yet)
  • High earners
  • Founders
  • Pre-retirees
  • Early-career professionals

About

Reconstructing Wealth exists to help growth-minded families and high performers reclaim confidence with their money and align it with the life they are called to live. We believe wealth should be a tool for impact, not a source of confusion or stress. That’s why we do things differently.

When it comes to investing, we don’t outsource your future or hide behind complicated funds. Instead, we build portfolios of carefully chosen individual stocks. Our approach is so clear and transparent that you’ll be able to articulate the strategy yourself. No black boxes. No jargon. Just a straightforward method designed to keep you connected to how your wealth is being built.

But investments are only one piece of the picture. True financial health comes from having a plan you actually understand and believe in. We use planning tools that put you at the center of your financial story—not us. You’re the hero. We’re simply the guide, helping you navigate the complexity of money with clarity, wisdom, and confidence.

At Reconstructing Wealth, our goal is not to dazzle you with complexity but to empower you with simplicity. We come alongside families and entrepreneurs who want their money to fuel their calling, their families, and their legacy. Together, we remove money stress, create clarity, and chart a path that allows you to live with greater freedom and purpose.

Reconstructing Wealth isn’t about chasing trends—it’s about building wealth intentionally, transparently, and in a way that supports the life you were made to live.

Services

  • 401(k) & IRA Management
  • Asset Allocation
  • Business Succession Planning
  • Cash Flow Planning
  • College/Education Planning
  • Charitable Giving
  • Debt Management
  • Education Planning
  • Estate Planning
  • ESG/Impact Investing
  • Executive Compensation
  • Family Office Services
  • Family Wealth Transfer
  • Financial Advice & Coaching
  • Financial Planning
  • Investment Management
  • Life Transition Planning
  • Liquidity & Exit Planning
  • Philanthropic Planning
  • Portfolio Management
  • Portfolio Rebalancing
  • Retirement Planning
  • Risk Management
  • Social Security Planning

Facts

FirmReconstructing Wealth
Based in Daniel Island, South Carolina
Fee modelPercentage of assets · Flat fee or retainer · Hourly · One-time planning fee
Fees (firm's website)2% a year on the first tier of assets managed
Assets under management$25M - $100M
Firm founded2024
Firm size1 employee
Investment approachActive management
SEC registration Investment adviser representative in MA, SC · CRD 6793999
Exams passedSeries 65 (2017)
Firm size1 employee
Disclosures None reported
Websitewww.reconstructingwealth.com
LinkedInProfile

Request an introduction to Matt

Tell Matt a little about what you're looking for. Matt 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 Matt

Is Matt Morizio a fee-only financial advisor?

Yes. Matt Morizio is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Matt's firm.

How does Matt charge for financial advice?

Matt charges a percentage of assets, a flat fee or retainer, hourly fees and a one-time planning fee.

How much does Matt charge?

According to Reconstructing Wealth's website, checked October 28, 2026: 2% a year on the first tier of assets managed.

Where is Matt Morizio based?

Matt Morizio is based in Daniel Island, South Carolina.

What does Matt specialize in?

Matt's specialties include small business owners, retirement planning, sustainable & impact investing and family wealth transfer. Matt works with HENRY (High Earners, Not Rich Yet), high earners, founders, pre-retirees and early-career professionals.

Is Matt Morizio registered with the SEC?

Yes. Matt Morizio is registered as an investment adviser representative in MA and SC (CRD 6793999), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

How much does Reconstructing Wealth manage?

Reconstructing Wealth reports $25M - $100M in assets under management.

How do I contact Matt Morizio?

Through Matt's website, www.reconstructingwealth.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

See something wrong? Request a correction. Read our methodology.