# Raymond Morris

> Raymond Morris is a fee-only financial advisor at High Pines Wealth Management in Duxbury, Massachusetts. Raymond focuses on estate & legacy planning, tax planning and family wealth transfer. High Pines Wealth Management reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** High Pines Wealth Management
- **Based in:** Duxbury, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $184.0M across 464 accounts
- **Specialties:** Estate & legacy planning, Tax planning, Family wealth transfer
- **CRD:** 5737357 (https://adviserinfo.sec.gov/individual/summary/5737357)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 66 (2010)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.highpineswealth.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Raymond holds no broker registration, and High Pines Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Raymond charge for financial advice?

Raymond's firm, High Pines Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Raymond Morris based?

Raymond Morris is based in Duxbury, Massachusetts.

### What does Raymond specialize in?

Raymond's specialties include estate & legacy planning, tax planning and family wealth transfer.

### Is Raymond Morris registered with the SEC?

Yes. Raymond Morris is registered as an investment adviser representative in MA (CRD 5737357), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does High Pines Wealth Management manage?

High Pines Wealth Management reports $184.0M across 464 accounts in assets under management.

### How do I contact Raymond Morris?

Through Raymond's website, www.highpineswealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5737357): 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.highpineswealth.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.