Ryan Morrissey
Morrissey Wealth Management · North Haven, Connecticut
Ryan Morrissey is a fee-only financial advisor at Morrissey Wealth Management in North Haven, Connecticut, who holds the CFP credential. Ryan charges a one-time planning fee and an ongoing planning fee (one-time plans from $5,000) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Morrissey Wealth Management |
|---|---|
| Based in | North Haven, Connecticut |
| Fee model | One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | One-time plans from $5,000 |
| Accepting new clients | Yes |
| Assets under management | $165.1M across 435 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT, DE, TX · CRD 4422438 |
| Exams passed | Series 66 (2001) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | morrisseywealthmanagement.com |
| Profile |
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Questions about Ryan
Is Ryan Morrissey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and Morrissey Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ryan charge for financial advice?
Ryan charges a one-time planning fee and an ongoing planning fee.
How much does Ryan charge?
According to Morrissey Wealth Management's website, checked October 30, 2026: one-time plans from $5,000.
Where is Ryan Morrissey based?
Ryan Morrissey is based in North Haven, Connecticut.
What does Ryan specialize in?
Ryan's specialties include retirement planning, estate & legacy planning and tax planning. Ryan works with pre-retirees and retirees.
What credentials does Ryan Morrissey hold?
Ryan Morrissey holds the CFP credential.
Is Ryan Morrissey registered with the SEC?
Yes. Ryan Morrissey is registered as an investment adviser representative in CT, DE and TX (CRD 4422438), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Morrissey Wealth Management manage?
Morrissey Wealth Management reports $165.1M across 435 accounts in assets under management.
How do I contact Ryan Morrissey?
Through Ryan's website, morrisseywealthmanagement.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
- Morrissey 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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