Michelle Morris
Brio Financial Planning · Prescott, Arizona
Michelle Morris is a fee-only financial advisor at Brio Financial Planning in Prescott, Arizona, who holds the CFP credential. Brio Financial Planning reports charging fixed fees on its Form ADV.
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Facts
| Firm | Brio Financial Planning |
|---|---|
| Based in | Prescott, Arizona |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $43.4M across 105 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 6012194 |
| Exams passed | Series 65 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | briofinancialplanning.com |
| Profile |
How Michelle's firm compares
- Brio Financial Planning's average account is about $414,000, from its Form ADV (assets managed divided by 105 accounts).
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Questions about Michelle
Is Michelle Morris a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michelle holds no broker registration, and Brio Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michelle charge for financial advice?
Michelle's firm, Brio Financial Planning, reports charging fixed fees on its SEC Form ADV.
Where is Michelle Morris based?
Michelle Morris is based in Prescott, Arizona.
What credentials does Michelle Morris hold?
Michelle Morris holds the CFP credential.
Is Michelle Morris registered with the SEC?
Yes. Michelle Morris is registered as an investment adviser representative in MA (CRD 6012194), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Brio Financial Planning manage?
Brio Financial Planning reports $43.4M across 105 accounts in assets under management.
How do I contact Michelle Morris?
Through Michelle's website, briofinancialplanning.com.
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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