Stephanie Morgan
Harrell Investment Partners · Austin, Texas
Stephanie Morgan is a fee-only financial advisor at Harrell Investment Partners in Austin, Texas. Harrell Investment Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Harrell Investment Partners |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $662.4M across 766 accounts |
| SEC registration | Investment adviser representative in TX · CRD 8064296 |
| Exams passed | Series 65 (2025) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.harrellpartners.com |
How Stephanie's firm compares
- Harrell Investment Partners's average account is about $865,000, from its Form ADV (assets managed divided by 766 accounts).
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Questions about Stephanie
Is Stephanie Morgan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephanie holds no broker registration, and Harrell Investment Partners 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, Harrell Investment Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephanie Morgan based?
Stephanie Morgan is based in Austin, Texas.
Is Stephanie Morgan registered with the SEC?
Yes. Stephanie Morgan is registered as an investment adviser representative in TX (CRD 8064296), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Harrell Investment Partners manage?
Harrell Investment Partners reports $662.4M across 766 accounts in assets under management.
How do I contact Stephanie Morgan?
Through Stephanie's website, www.harrellpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
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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