Theresa Morrison
Beckett Collective, LLC · Tucson, Arizona
Theresa Morrison is a fee-only financial advisor at Beckett Collective, LLC in Tucson, Arizona, who holds the CFP credential. Beckett Collective, LLC reports charging a percentage of assets and fixed fees on its Form ADV.
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Who they serve
- High earners
- Executives
Facts
| Firm | Beckett Collective, LLC |
|---|---|
| Based in | Tucson, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Works virtually | Yes |
| Assets under management | $34.5M across 67 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, TX · CRD 6620337 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | beckettcollective.com |
| Profile |
How Theresa's firm compares
- Beckett Collective, LLC's average account is about $515,000, from its Form ADV (assets managed divided by 67 accounts).
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Questions about Theresa
Is Theresa Morrison a fee-only financial advisor?
Yes. Theresa Morrison is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Theresa's firm.
How does Theresa charge for financial advice?
Theresa's firm, Beckett Collective, LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Does Theresa work with clients virtually?
Yes. Beckett Collective, LLC says on its website that it works with clients remotely.
Where is Theresa Morrison based?
Theresa Morrison is based in Tucson, Arizona.
What credentials does Theresa Morrison hold?
Theresa Morrison holds the CFP credential.
Is Theresa Morrison registered with the SEC?
Yes. Theresa Morrison is registered as an investment adviser representative in AZ and TX (CRD 6620337), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Beckett Collective, LLC manage?
Beckett Collective, LLC reports $34.5M across 67 accounts in assets under management.
How do I contact Theresa Morrison?
Through Theresa's website, beckettcollective.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Beckett Collective, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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