Rachelle Morris
The Norden Group · Provo, Utah
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.
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Specialties
Facts
| Firm | The Norden Group |
|---|---|
| Based in | Provo, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.97B across 4,220 accounts |
| SEC registration | Investment adviser representative in UT · CRD 5167988 |
| Exams passed | Series 66 (2010) |
| Firm size | 30 employees |
| Disclosures | None reported |
| Website | www.thenordengroup.com |
| Profile |
How Rachelle's firm compares
- The Norden Group's average account is about $466,000, from its Form ADV (assets managed divided by 4,220 accounts).
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Questions about Rachelle
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.
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
- The Norden Group 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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