# Morgan Sass

> Morgan Sass is a fee-only financial advisor at Partners in Financial Planning, LLC in Salem, Virginia, who holds the CFP, CPA and CPA/PFS credentials. Morgan charges a flat fee or retainer and an ongoing planning fee.

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

## Facts

- **Firm:** Partners in Financial Planning, LLC
- **Based in:** Salem, Virginia
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $913.6M across 2,774 accounts
- **Credentials:** CFP, CPA, CPA/PFS
- **Firm size:** 14 employees
- **Website:** http://partnersinfinancialplanning.com

## Frequently asked questions

### Is Morgan Sass a fee-only financial advisor?

Yes. Morgan Sass is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

### How does Morgan charge for financial advice?

Morgan charges a flat fee or retainer and an ongoing planning fee.

### Does Morgan work with clients virtually?

Yes. Partners in Financial Planning, LLC says on its website that it works with clients remotely.

### Where is Morgan Sass based?

Morgan Sass is based in Salem, Virginia.

### What credentials does Morgan Sass hold?

Morgan Sass holds the CFP, CPA and CPA/PFS credentials.

### How much does Partners in Financial Planning, LLC manage?

Partners in Financial Planning, LLC reports $913.6M across 2,774 accounts in assets under management.

### How do I contact Morgan Sass?

Through Morgan's website, partnersinfinancialplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/6534): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://partnersinfinancialplanning.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.