Timothy Morris
Zenith Wealth Management · Orlando, Florida
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.
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Specialties
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 | $346K across 11 accounts |
| SEC registration | Investment adviser representative in FL, IA · CRD 7262046 |
| Exams passed | Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.zenith-wealthmanagement.com |
| Profile |
How Timothy's firm compares
- The hourly rate is $50, below the Florida median of $300 for fee-only firms that publish prices.
- Zenith Wealth Management's average account is about $31,000, from its Form ADV (assets managed divided by 11 accounts).
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Questions about Timothy
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.
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
- Zenith Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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