Morris McKinney
Wealth Planning · Virginia Beach, Virginia
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.
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Facts
| Firm | Wealth Planning |
|---|---|
| Based in | Virginia Beach, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $6.3M across 7 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 2242243 |
| Exams passed | Series 65 (1992) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Morris's firm compares
- Wealth Planning's average account is about $900,000, from its Form ADV (assets managed divided by 7 accounts).
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Questions about Morris
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.
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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