Stephanie Morawski
Expressive Wealth · Grosse Pointe, Michigan
Stephanie Morawski is a fee-only financial advisor at Expressive Wealth in Grosse Pointe, Michigan. Expressive Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Expressive Wealth |
|---|---|
| Based in | Grosse Pointe, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $165.2M across 468 accounts |
| SEC registration | Investment adviser representative in MI · CRD 7637945 |
| Exams passed | Series 66 (2022) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | expressivewealth.com |
How Stephanie's firm compares
- Expressive Wealth's average account is about $353,000, from its Form ADV (assets managed divided by 468 accounts).
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Questions about Stephanie
Is Stephanie Morawski a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephanie holds no broker registration, and Expressive Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephanie charge for financial advice?
Stephanie's firm, Expressive Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephanie Morawski based?
Stephanie Morawski is based in Grosse Pointe, Michigan.
Is Stephanie Morawski registered with the SEC?
Yes. Stephanie Morawski is registered as an investment adviser representative in MI (CRD 7637945), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Expressive Wealth manage?
Expressive Wealth reports $165.2M across 468 accounts in assets under management.
How do I contact Stephanie Morawski?
Through Stephanie's website, expressivewealth.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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