Morris Armstrong
Crionna Wealth · Cheshire, Connecticut
Morris Armstrong is a fee-only financial advisor at Crionna Wealth in Cheshire, Connecticut, who holds the ChFC credential. Morris focuses on retirement planning and tax planning. Crionna Wealth reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Crionna Wealth |
|---|---|
| Based in | Cheshire, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $65.6M across 185 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in CT · CRD 2699608 |
| Exams passed | Series 63 (1996) · Series 65 (1999) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | crionnawealth.com |
| Profile |
How Morris's firm compares
- Crionna Wealth's average account is about $354,000, from its Form ADV (assets managed divided by 185 accounts).
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Questions about Morris
Is Morris Armstrong a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Morris holds no broker registration, and Crionna Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Morris charge for financial advice?
Morris's firm, Crionna Wealth, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Morris Armstrong based?
Morris Armstrong is based in Cheshire, Connecticut.
What does Morris specialize in?
Morris's specialties include retirement planning and tax planning.
What credentials does Morris Armstrong hold?
Morris Armstrong holds the ChFC credential.
Is Morris Armstrong registered with the SEC?
Yes. Morris Armstrong is registered as an investment adviser representative in CT (CRD 2699608), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Crionna Wealth manage?
Crionna Wealth reports $65.6M across 185 accounts in assets under management.
How do I contact Morris Armstrong?
Through Morris's website, crionnawealth.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
- Crionna Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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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