Stephanie Smith
Keudell Morrison Wealth Management · Salem, Oregon
Stephanie Smith is a fee-only financial advisor at Keudell Morrison Wealth Management in Salem, Oregon. Keudell Morrison Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Keudell Morrison Wealth Management |
|---|---|
| Based in | Salem, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $921.5M across 2,083 accounts |
| SEC registration | Investment adviser representative in CA, LA, OR, TX, WA · CRD 2773880 |
| Exams passed | Series 66 (2014) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.keudellmorrisonwm.com |
How Stephanie's firm compares
- Keudell Morrison Wealth Management's average account is about $442,000, from its Form ADV (assets managed divided by 2,083 accounts).
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Questions about Stephanie
Is Stephanie Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephanie holds no broker registration, and Keudell Morrison Wealth Management 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, Keudell Morrison Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Stephanie Smith based?
Stephanie Smith is based in Salem, Oregon.
Is Stephanie Smith registered with the SEC?
Yes. Stephanie Smith is registered as an investment adviser representative in CA, LA, OR, TX and WA (CRD 2773880), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Keudell Morrison Wealth Management manage?
Keudell Morrison Wealth Management reports $921.5M across 2,083 accounts in assets under management.
How do I contact Stephanie Smith?
Through Stephanie's website, www.keudellmorrisonwm.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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