Raymond Morris
High Pines Wealth Management · Duxbury, Massachusetts
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.
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Specialties
Facts
| Firm | High Pines Wealth Management |
|---|---|
| Based in | Duxbury, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $184.0M across 464 accounts |
| SEC registration | Investment adviser representative in MA · CRD 5737357 |
| Exams passed | Series 66 (2010) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.highpineswealth.com |
How Raymond's firm compares
- High Pines Wealth Management's average account is about $397,000, from its Form ADV (assets managed divided by 464 accounts).
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Questions about Raymond
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.
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
- High Pines Wealth Management 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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