Robert Morrison
Downing Street Wealth Management LLC · Greenwood Village, Colorado
Robert Morrison is a fee-only financial advisor at Downing Street Wealth Management LLC in Greenwood Village, Colorado, who holds the CFP and CPA/PFS credentials. Downing Street Wealth Management LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Downing Street Wealth Management LLC |
|---|---|
| Based in | Greenwood Village, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $175.6M across 594 accounts |
| Credentials | CFP · CPA/PFS |
| SEC registration | Investment adviser representative in CO, TX · CRD 5756962 |
| Exams passed | Series 65 (2010) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Robert's firm compares
- Downing Street Wealth Management LLC's average account is about $296,000, from its Form ADV (assets managed divided by 594 accounts).
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Questions about Robert
Is Robert Morrison a fee-only financial advisor?
Yes. Robert Morrison is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Robert's firm.
How does Robert charge for financial advice?
Robert's firm, Downing Street Wealth Management LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Morrison based?
Robert Morrison is based in Greenwood Village, Colorado.
What credentials does Robert Morrison hold?
Robert Morrison holds the CFP and CPA/PFS credentials.
Is Robert Morrison registered with the SEC?
Yes. Robert Morrison is registered as an investment adviser representative in CO and TX (CRD 5756962), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Downing Street Wealth Management LLC manage?
Downing Street Wealth Management LLC reports $175.6M across 594 accounts in assets under management.
How do I contact Robert Morrison?
Contact details aren't on file yet. Search for Downing Street Wealth Management LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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