Firm
Morris Financial Concepts
Mount Pleasant, South Carolina
Fee-only
Morris Financial Concepts at a glance
- One of 131 fee-only firms based in South Carolina in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 10 employees and 293 individual clients, 117 of them high net worth.
- Its average account is about $574,000 (assets it manages divided by its 938 accounts).
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Mount Pleasant, South Carolina |
|---|---|
| Website | mfcplanners.com |
| Phone | (843) 884-6192 |
Morris Financial Concepts fees
Morris Financial Concepts doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $538 million |
| Individual clients | 176 |
| High-net-worth clients | 117 |
| Accounts managed | 938 |
| Employees | 10 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-60830) |
| Financial planning | Offered |
| Form ADV filed | March 5, 2026 |
| SEC record | CRD 114862 |