# Sara Morrison

> Sara Morrison is a fee-only financial advisor at DWD Portfolio Solutions in Pittsburgh, Pennsylvania, who holds the CFP credential. DWD Portfolio Solutions reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/sara-morrison/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** DWD Portfolio Solutions
- **Based in:** Pittsburgh, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $248.3M across 779 accounts
- **Credentials:** CFP
- **CRD:** 8253510 (https://adviserinfo.sec.gov/individual/summary/8253510)
- **SEC registration:** Investment adviser representative in PA
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.dwdportfolios.com

## Frequently asked questions

### Is Sara Morrison a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Sara holds no broker registration, and DWD Portfolio Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Sara charge for financial advice?

Sara's firm, DWD Portfolio Solutions, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Sara Morrison based?

Sara Morrison is based in Pittsburgh, Pennsylvania.

### What credentials does Sara Morrison hold?

Sara Morrison holds the CFP credential.

### Is Sara Morrison registered with the SEC?

Yes. Sara Morrison is registered as an investment adviser representative in PA (CRD 8253510), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does DWD Portfolio Solutions manage?

DWD Portfolio Solutions reports $248.3M across 779 accounts in assets under management.

### How do I contact Sara Morrison?

Through Sara's website, www.dwdportfolios.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8253510): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.