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William Morris

Kcd Financial, INC.
31 Years of Experience
Bradenton, FL
3 DisclosuresSells Insurance
View SEC Summary
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William Morris is a registered investment advisor at Kcd Financial, INC., based in Bradenton, FL, with 31 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,257 clients with $200M in assets under management.

Kcd Financial, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
38 advisors
Number of Clients
1,257 clients
Average Client Portfolio
$161K average
Assets Under Management
$202.1M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K3.00%
$100K - $500K2.00%
$500K - $1.0M1.00%
$1M+0.50%

Fees range from 0.5% up to 3% annually as agreed upon by the adviser and client. Fees are negotiable within stated limitations.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Bradenton, FL

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
April 2026
Final
Customer Dispute
June 2025
Settled
Customer Dispute
March 2014
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

William is an independent life and health insurance agent, dedicating about a quarter of his time to selling fixed life insurance, long-term care, health insurance, and supplemental health insurance. He also owns a long-term care insurance agency and receives referral fees for introducing commercial real estate developers to lenders, spending minimal time on the latter.

Employment History
Current Registrations
Kcd Financial, INC.
July 2026 - Present · 3 mos
Previous Registrations
Kcd Financial, INC.
February 2026 - May 2026 · 3 mos
Cape Securities INC.Broker
April 2020 - February 2026 · 5 yrs 10 mos
Cape Investment Advisory, INC.
April 2020 - February 2026 · 5 yrs 10 mos
Calton & Associates, INC.
June 2016 - February 2020 · 3 yrs 8 mos
Calton & Associates, INC.Broker
June 2016 - February 2020 · 3 yrs 8 mos
Invest Financial CorporationBroker
March 2009 - April 2016 · 7 yrs 1 mo
Invest Financial Corporation
March 2009 - April 2016 · 7 yrs 1 mo
Intersecurities, INC.
July 2000 - March 2009 · 8 yrs 8 mos
Intersecurities, INC.Broker
July 2000 - March 2009 · 8 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1998 - April 1999 · 10 mos
Intrepid Securities, INC.Broker
January 1994 - March 1997 · 3 yrs 2 mos
Securities America, INC.Broker
June 1992 - November 1992 · 5 mos
Geldermann Securities, INC.Broker
September 1989 - June 1990 · 9 mos
Gerald Financial CORP.Broker
May 1989 - September 1989 · 4 mos
Haigh Brokerage Group, LTD.Broker
April 1988 - June 1988 · 2 mos
State Registrations2 states
GATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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