Sara Morrison
DWD Portfolio Solutions · Pittsburgh, Pennsylvania
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.
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Facts
| Firm | DWD Portfolio Solutions |
|---|---|
| Based in | Pittsburgh, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $248.3M across 779 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 8253510 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.dwdportfolios.com |
| Profile |
How Sara's firm compares
- DWD Portfolio Solutions's average account is about $319,000, from its Form ADV (assets managed divided by 779 accounts).
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Questions about Sara
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.
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
- 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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