Zachary Morris
Paces Ferry Wealth Advisors · Atlanta, Georgia
Zachary Morris is a fee-only financial advisor at Paces Ferry Wealth Advisors in Atlanta, Georgia, who holds the CFP credential. Zachary focuses on retirement planning. Paces Ferry Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Paces Ferry Wealth Advisors |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $491.2M across 698 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 5939621 |
| Exams passed | Series 66 (2011) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.pacesferrywealth.com |
| Profile |
How Zachary's firm compares
- Paces Ferry Wealth Advisors's average account is about $704,000, from its Form ADV (assets managed divided by 698 accounts).
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Questions about Zachary
Is Zachary Morris a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zachary holds no broker registration, and Paces Ferry Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Zachary charge for financial advice?
Zachary's firm, Paces Ferry Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Zachary Morris based?
Zachary Morris is based in Atlanta, Georgia.
What does Zachary specialize in?
Zachary's specialties include retirement planning.
What credentials does Zachary Morris hold?
Zachary Morris holds the CFP credential.
Is Zachary Morris registered with the SEC?
Yes. Zachary Morris is registered as an investment adviser representative in GA (CRD 5939621), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Paces Ferry Wealth Advisors manage?
Paces Ferry Wealth Advisors reports $491.2M across 698 accounts in assets under management.
How do I contact Zachary Morris?
Through Zachary's website, www.pacesferrywealth.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
- Paces Ferry Wealth Advisors 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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