# Megan Morrice

> Megan Morrice is a fee-only financial advisor at HIP Investor in Laguna Beach, California. HIP Investor reports charging a percentage of assets, hourly fees and a subscription on its Form ADV.

Page: https://find.wellspent.co/advisors/megan-morrice/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** HIP Investor
- **Based in:** Laguna Beach, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Subscription
- **Assets under management (firm):** $26.7M across 237 accounts
- **CRD:** 5131675 (https://adviserinfo.sec.gov/individual/summary/5131675)
- **SEC registration:** Investment adviser representative in CA, IL, LA, MA, NC, NY
- **Exams passed:** Series 63 (2016), Series 65 (2017)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://bsky.app/profile/hipinvestor.bsky.social

## Frequently asked questions

### Is Megan Morrice a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Megan holds no broker registration, and HIP Investor reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Megan charge for financial advice?

Megan's firm, HIP Investor, reports charging a percentage of assets, hourly fees and a subscription on its SEC Form ADV.

### Where is Megan Morrice based?

Megan Morrice is based in Laguna Beach, California.

### Is Megan Morrice registered with the SEC?

Yes. Megan Morrice is registered as an investment adviser representative in CA, IL, LA, MA, NC and NY (CRD 5131675), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does HIP Investor manage?

HIP Investor reports $26.7M across 237 accounts in assets under management.

### How do I contact Megan Morrice?

Through Megan's website, bsky.app/profile/hipinvestor.bsky.social.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5131675): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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