# Morris McKinney

> Morris McKinney is a fee-only financial advisor at Wealth Planning in Virginia Beach, Virginia, who holds the CFP credential. Wealth Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/morris-mckinney/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Wealth Planning
- **Based in:** Virginia Beach, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $6.3M across 7 accounts
- **Credentials:** CFP
- **CRD:** 2242243 (https://adviserinfo.sec.gov/individual/summary/2242243)
- **SEC registration:** Investment adviser representative in VA
- **Exams passed:** Series 65 (1992)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Morris McKinney a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Morris holds no broker registration, and Wealth Planning 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, Wealth Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Morris McKinney based?

Morris McKinney is based in Virginia Beach, Virginia.

### What credentials does Morris McKinney hold?

Morris McKinney holds the CFP credential.

### Is Morris McKinney registered with the SEC?

Yes. Morris McKinney is registered as an investment adviser representative in VA (CRD 2242243), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wealth Planning manage?

Wealth Planning reports $6.3M across 7 accounts in assets under management.

### How do I contact Morris McKinney?

Contact details aren't on file yet. Search for Wealth Planning.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2242243): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.