Megan Morrice
HIP Investor · Laguna Beach, California
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.
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Facts
| Firm | HIP Investor |
|---|---|
| Based in | Laguna Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Subscription |
| Assets under management | $26.7M across 237 accounts |
| SEC registration | Investment adviser representative in CA, IL, LA, MA, NC, NY · CRD 5131675 |
| Exams passed | Series 63 (2016) · Series 65 (2017) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | bsky.app/profile/hipinvestor.bsky.social |
| Profile |
How Megan's firm compares
- HIP Investor's average account is about $113,000, from its Form ADV (assets managed divided by 237 accounts).
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Questions about Megan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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