# Rachelle Morris

> Rachelle Morris is a fee-only financial advisor at The Norden Group in Provo, Utah. Rachelle focuses on tax planning and estate & legacy planning. The Norden Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/rachelle-morris/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** The Norden Group
- **Based in:** Provo, Utah
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.97B across 4,220 accounts
- **Specialties:** Tax planning, Estate & legacy planning
- **CRD:** 5167988 (https://adviserinfo.sec.gov/individual/summary/5167988)
- **SEC registration:** Investment adviser representative in UT
- **Exams passed:** Series 66 (2010)
- **Firm size:** 30 employees
- **Disclosures:** None reported
- **Website:** https://www.thenordengroup.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Rachelle holds no broker registration, and The Norden Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Rachelle charge for financial advice?

Rachelle's firm, The Norden Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Rachelle Morris based?

Rachelle Morris is based in Provo, Utah.

### What does Rachelle specialize in?

Rachelle's specialties include tax planning and estate & legacy planning.

### Is Rachelle Morris registered with the SEC?

Yes. Rachelle Morris is registered as an investment adviser representative in UT (CRD 5167988), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does The Norden Group manage?

The Norden Group reports $1.97B across 4,220 accounts in assets under management.

### How do I contact Rachelle Morris?

Through Rachelle's website, www.thenordengroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5167988): 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
- The firm's website (https://www.thenordengroup.com/): specialties, clients served, and fees, checked October 30, 2026

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