Matthew Morris
Multipath Wealth Management · Columbia, South Carolina
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.
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Specialties
Who they serve
- Physicians
- Early-career professionals
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 |
| Accepting new clients | Yes |
| Assets under management | $5.5M across 50 accounts |
| Credentials | CFP · MSFP |
| SEC registration | Investment adviser representative in SC · CRD 7188528 |
| Exams passed | Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | multipathwealth.com |
| Profile |
How Matthew's firm compares
- Ongoing planning starts at $1,200 a year, below the South Carolina median of $3,600 for fee-only firms that publish prices.
- Multipath Wealth Management's average account is about $110,000, from its Form ADV (assets managed divided by 50 accounts).
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Questions about Matthew
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Multipath Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- 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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