Morrissey Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$165,035,371
Clients
161
Advisors
2
of 3 employees
About
Morrissey Wealth Management provides discretionary investment management, financial planning (single-project and ongoing) and ERISA retirement-plan services to individuals, high-net-worth clients, trusts, estates and businesses, operating with the common industry model of portfolio management and percentage-of-AUM billing. The firm generally targets household relationships at or above $500,000 and delivers ongoing portfolio oversight and financial planning work consistent with those client types.
The firm’s investment process combines fundamental, technical and cyclical analysis with a predominantly long-term orientation while permitting shorter-term trades for rebalancing or cash needs; client accounts are reviewed at least quarterly. For retirement-plan clients the firm can serve as a 3(38) investment manager, assists with forming investment policy statements and qualified default investment options, and provides participant education and group enrollment meetings as part of plan services.
What is notable relative to peers is the firm’s emphasis on educational programming and content: it conducts participant education and group workshops for plan sponsors and, separately, licenses financial-planning course material to other advisors through an affiliated educational business. The firm also uses a third‑party platform to manage held‑away defined-contribution assets and covers the platform’s fee for clients rather than charging an additional advisory charge for that service.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees generally range from $1,000 to $50,000, based on the nature and complexity of services
$0 - $999,999: 1.25% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $4,999,999: 0.85% $5,000,000 - $9,999,999: 0.75% $10,000,000 - $24,999,999: 0.70% $25,000,000 - $49,999,999: 0.55% $50,000,000+: 0.40%
$400 per hour
Ongoing financial consulting fees up to $3,000 per quarter
Account minimum: $500,000 Fee-only: Hourly fees at $400/hour; Fixed fees range from $1,000 to $50,000; Ongoing subscription fees up to $3,000 per quarter
Main office
116 Washington Avenue, Floor 3
North Haven CT 06473
Advisors at this office
2
Most active in
Connecticut · Delaware · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Quick links
Advisors at this firm
Matthew F
Series 65
North Haven, CT
Morrissey Wealth Management LLC
Matthew Fernandez is a financial advisor at Morrissey Wealth Management LLC with a Series 65 designation and one year of industry experience. Prior to joining Morrissey Wealth Management, he worked in residential real estate as a licensed salesperson with Century 21 ICON. Morrissey Wealth Management LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis to build primarily long-term portfolios and emphasizes client education through participant meetings and licensed financial-planning materials.
Ryan M
CFP®, Series 66
North Haven, CT
Morrissey Wealth Management LLC
Ryan Morrissey is a CFP® professional with 25 years of industry experience, currently serving at Morrissey Wealth Management LLC. His prior roles include positions at LPL Financial, Northstar Wealth Partners, Purshe Kaplan Sterling Investments, and his own firm, Retire with Ryan LLC, which focuses on educational content through podcasts, videos, classes, and speaking engagements. He holds the Series 66 designation and is based in North Haven, CT. Morrissey Wealth Management provides discretionary investment management, financial planning, and ERISA retirement-plan services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis with a long-term investment orientation and places a significant emphasis on educational programming and content for clients and plan sponsors.
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