# Timothy Morris

> Timothy Morris is a fee-only financial advisor at Zenith Wealth Management in Orlando, Florida. Timothy charges a percentage of assets, hourly fees and a one-time planning fee ($50 an hour and 1% a year on the first tier of assets managed) and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/timothy-morris/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Zenith Wealth Management
- **Based in:** Orlando, Florida
- **Fee model:** Percentage of assets; Hourly; One-time planning fee
- **Fees (firm's website):** $50 an hour; 1% a year on the first tier of assets managed
- **Assets under management (firm):** $346K across 11 accounts
- **Specialties:** Retirement planning
- **CRD:** 7262046 (https://adviserinfo.sec.gov/individual/summary/7262046)
- **SEC registration:** Investment adviser representative in FL, IA
- **Exams passed:** Series 65 (2020)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.zenith-wealthmanagement.com/

## Frequently asked questions

### Is Timothy Morris a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and Zenith Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Timothy charge for financial advice?

Timothy charges a percentage of assets, hourly fees and a one-time planning fee.

### How much does Timothy charge?

According to Zenith Wealth Management's website, checked October 30, 2026: $50 an hour; 1% a year on the first tier of assets managed.

### Where is Timothy Morris based?

Timothy Morris is based in Orlando, Florida.

### What does Timothy specialize in?

Timothy's specialties include retirement planning.

### Is Timothy Morris registered with the SEC?

Yes. Timothy Morris is registered as an investment adviser representative in FL and IA (CRD 7262046), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Zenith Wealth Management manage?

Zenith Wealth Management reports $346K across 11 accounts in assets under management.

### How do I contact Timothy Morris?

Through Timothy's website, www.zenith-wealthmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7262046): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.zenith-wealthmanagement.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.