Morris Financial Concepts, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$533,517,268
Clients
293
Advisors
1
of 10 employees
About
The firm serves individual investors (including high‑net‑worth clients), small businesses, retirement plans, trusts, estates, charitable organizations, and corporate clients, providing comprehensive financial planning, discretionary portfolio management, hourly planning engagements, and pension‑consulting for 401(k) plans. It also sponsors a wrap‑fee program that bundles investment management, trade execution, custody, reporting and account maintenance for participants who meet the program’s participation requirements.
Investment management is delivered through customized portfolios based on the firm’s model allocations, primarily using mutual funds and ETFs, with occasional access to funds available only through select advisers and to private investment funds for qualified clients. Financial planning and implementation are coordinated with an affiliated tax and accounting firm (operating as a separate legal entity), and the firm discloses and manages the related conflicts that affiliation can create.
Compared with many peers, the firm’s formal affiliation with an accounting/tax practice and its role as a wrap‑fee program sponsor are noteworthy and explicitly disclosed in its brochure as items that may give rise to conflicts of interest. The firm also provides ERISA‑covered pension consulting services, may include private fund allocations for suitable investors, and discloses that a firm principal has an ownership interest in a family real‑estate partnership that the firm does not recommend to clients.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.00% $1,000,000 - $4,999,999: 0.80% $5,000,000 - $9,999,999: 0.60% $10,000,000+: 0.40%
$100 - $400 per hour depending on professional and service
Account minimum: $8,500 Minimum fee: $8,500 annual minimum fee for Total Service Agreement and Financial Planning Agreement Fee-only: Financial Planning Agreement fees, hourly fees, pension consulting fees
Main office
409 Coleman Blvd, Ste 100
Mount Pleasant SC 29464-5318
Advisors at this office
1
Most active in
California · Florida · Georgia · Louisiana · North Carolina · South Carolina · Texas · Virginia
Also doing business as
Morris Financial Concepts, Inc. · Morris Tax Planning, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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