Morgan Sass
Partners in Financial Planning, LLC · Salem, Virginia
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.
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Facts
| Firm | Partners in Financial Planning, LLC |
|---|---|
| Based in | Salem, Virginia |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Works virtually | Yes |
| Assets under management | $913.6M across 2,774 accounts |
| Credentials | CFP · CPA · CPA/PFS |
| Firm size | 14 employees |
| Website | partnersinfinancialplanning.com |
| Profile |
How Morgan's firm compares
- Partners in Financial Planning, LLC's average account is about $329,000, from its Form ADV (assets managed divided by 2,774 accounts).
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Questions about Morgan
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.
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
- Partners in Financial Planning, LLC 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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