Firm
Morrissey Wealth Management
North Haven, Connecticut
Fee-only
Facts
| Based in | North Haven, Connecticut |
|---|---|
| Website | morrisseywealthmanagement.com |
| Phone | (860) 986-7881 |
Morrissey Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $5,000 |
|---|---|
| How it charges | One-time plans or projects · Ongoing planning fee |
In the firm's words
"Typical Investment: $5000*" source
"A limited engagement allowing us to create your plan for retirement." source
"A custom blend of retirement planning & investment management for one annual fee." source
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 | $165 million |
| Individual clients | 113 |
| Financial planning | Offered |
| Form ADV filed | March 4, 2026 |
| SEC record | CRD 291228 |