Morey & Quinn Wealth Partners

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Client assets under management

$370,302,005

Clients

548

7% high-net-worth

Advisors

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

183

Very High

Average account size

$675,734

About

Morey & Quinn Wealth Partners is an SEC‑registered investment adviser serving individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and corporations, with about $373 million in assets under management and three advisors. The firm offers financial planning and discretionary wealth management, including portfolio construction using individual equities, bonds, mutual funds, and ETFs, and provides retirement rollover guidance as part of its services.

The firm’s advice is grounded in fundamental analysis and is tailored to each client’s objectives, risk tolerance, and time horizon; account supervision and reviews are generally conducted on a quarterly basis. It typically manages accounts on a discretionary basis, works through third‑party custodians and broker‑dealers, and recommends wrap‑fee programs sponsored by broker‑dealers (receiving a portion of the wrap fee for management services).

Distinctive aspects disclosed in the brochure include registered‑representative affiliations with a broker‑dealer and licensed insurance activity among firm personnel, each of which can generate separate commissions and is identified as a potential conflict of interest in the firm’s disclosures. The brochure also notes the firm’s participation in wrap programs and references third‑party ratings in its materials, features that are less common among similarly supported advisers and are explicitly disclosed for client consideration.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning Charitable giving & philanthropy Cash flow / budgeting

Fee options

Fixed

Financial Planning fixed fee typically $1,000 to $5,000

Percentage

$0 - $1,000,000: 2.00% annually $1,000,000 - $2,500,000: 1.50% annually $2,500,000 - $5,000,000: 1.25% annually $5,000,000+: 1.00% annually

Project-based

$250 to $500 per hour for financial planning

Other

Fee-only: Financial Planning fees: fixed fee typically $1,000 to $5,000; hourly fee $250 to $500 per hour

Main office location

Morey & Quinn Wealth Partners

11225 Davenport Street, Suite 109

Omaha NE 68154, United States

Number of offices

Most active in

Arizona · Florida · Georgia · Illinois · Iowa · Louisiana · Minnesota · Missouri · Nebraska · South Dakota · Texas · Virginia

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X YouTube Website (402) 502-9900

Advisors at this firm

Katie B

CFP®, Series 66

Omaha, NE

Morey & Quinn Wealth Partners

Katie Bruno is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Morey & Quinn Wealth Partners in Omaha, NE. Her prior experience includes roles at Raymond James and Associates and Raymond James Financial Services Advisors. She serves as secretary for the Financial Planning Association of Nebraska and the Breakfast Optimist Club, and she owns Lotus Divorce Services, where she works as a Certified Divorce Financial Analyst. Morey & Quinn Wealth Partners is an SEC-registered investment adviser managing approximately $373 million in assets for individuals, trusts, estates, charitable organizations, and corporations. The firm provides financial planning and discretionary wealth management with a focus on tailored portfolio construction using equities, bonds, mutual funds, and ETFs.

General retirement planning Charitable giving & philanthropy Cash flow / budgeting

Michael M

Series 63, Series 65

Omaha, NE

Morey & Quinn Wealth Partners

Michael Morey is a financial advisor at Morey & Quinn Wealth Partners with 20 years of industry experience. He previously worked at Raymond James Financial Services and Morey-Voorhees Financial Services. In addition to his advisory role, he is licensed as an insurance agent focused on selling and servicing annuities. Morey & Quinn Wealth Partners is an SEC-registered investment adviser serving individuals, trusts, estates, charitable organizations, and corporations. The firm provides financial planning and discretionary wealth management using fundamental analysis tailored to clients’ objectives and manages approximately $373 million in assets.

General retirement planning Charitable giving & philanthropy Cash flow / budgeting

Pauline Q

Series 63, Series 65

Omaha, NE

Morey & Quinn Wealth Partners

Pauline Quinn is a financial advisor with Morey & Quinn Wealth Partners in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors Inc. and P J Quinn Wealth Advisors. She is also licensed as an insurance agent, selling and servicing insurance products on a limited basis. Morey & Quinn Wealth Partners is an SEC-registered investment adviser serving individuals, trusts, estates, charitable organizations, and corporations, managing approximately $373 million in assets. The firm provides financial planning and discretionary wealth management tailored to client objectives, utilizing individual equities, bonds, mutual funds, and ETFs.

General retirement planning Charitable giving & philanthropy Cash flow / budgeting

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