# Matthew Morris

> Matthew Morris is a fee-only financial advisor at Multipath Wealth Management in Columbia, South Carolina, who holds the CFP and MSFP credentials. Matthew charges an ongoing planning fee (ongoing planning from $1,200 a year and no asset minimum) and focuses on physicians & residents, student loans and tax planning.

Page: https://find.wellspent.co/advisors/matthew-morris/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Multipath Wealth Management
- **Based in:** Columbia, South Carolina
- **Fee model:** Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $1,200 a year; no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $5.5M across 50 accounts
- **Credentials:** CFP, MSFP
- **Specialties:** Physicians & residents, Student loans, Tax planning
- **Works with:** Physicians, Early-career professionals
- **CRD:** 7188528 (https://adviserinfo.sec.gov/individual/summary/7188528)
- **SEC registration:** Investment adviser representative in SC
- **Exams passed:** Series 65 (2018)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://multipathwealth.com

## Frequently asked questions

### Is Matthew Morris a fee-only financial advisor?

Yes. Matthew Morris is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and 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 Matthew's firm.

### How does Matthew charge for financial advice?

Matthew charges an ongoing planning fee.

### How much does Matthew charge?

According to Multipath Wealth Management's website, checked October 28, 2026: ongoing planning from $1,200 a year; no asset minimum.

### Does Matthew work with clients virtually?

Yes. Multipath Wealth Management says on its website that it works with clients remotely.

### Where is Matthew Morris based?

Matthew Morris is based in Columbia, South Carolina.

### What does Matthew specialize in?

Matthew's specialties include physicians & residents, student loans and tax planning. Matthew works with physicians and early-career professionals.

### What credentials does Matthew Morris hold?

Matthew Morris holds the CFP and MSFP credentials.

### Is Matthew Morris registered with the SEC?

Yes. Matthew Morris is registered as an investment adviser representative in SC (CRD 7188528), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Multipath Wealth Management manage?

Multipath Wealth Management reports $5.5M across 50 accounts in assets under management.

### How do I contact Matthew Morris?

Through Matthew's website, multipathwealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45750): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://multipathwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.