Michelle Morris is a CFP-designated registered investment advisor at Brio Financial Planning, based in Prescott, AZ, with 14 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 27 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management is included as part of BRIO Financial Planning's ongoing open retainer service. The annual fixed fee covers both continuous financial planning and investment oversight, and is determined by the total value of your investable assets:
- Under $1,000,000 — $6,000 per year
- $1,000,000 to $2,000,000 — $8,500 per year
- $2,000,000 to $3,000,000 — $12,500 per year
- Over $3,000,000 — $17,000 per year
There is an initial onboarding fee ranging from $1,500 to $4,000 due at the start of the relationship. An additional $1,000 per year is added to the fee if you have self-employment income requiring specialized tax reporting, custom quarterly tax estimates, or retirement plan setup. Fees are billed quarterly in arrears.
Contact
Michelle Morris
Location
646 S. Rancho Vista Drive, Prescott, AZ, 86303
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Brio Financial Planning
State Registrations1 state
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
Additional Information
In all our dealings with our clients, we pledge to be:Holistic in outlook.We will consider all of your circumstances, family needs, goals, values, andaspirations when making recommendations.Professional in conduct.We will protect your privacy. We will strive to maintain the highest ethical standards possible in our work and life. We will continually enhance our skills and credentials through continuing education, and we will refer you to other professionals when you need help in an area outside our expertise.Educational in nature.We will guide you through your options and explain them clearly to help you make the best choices. We will always take the time to make sure you understand our advice.Independent in compensation.We will never sell you a product or service other than holistic financial planning nor will we take a commission or a referral fee from another professional. You will receive objective, unbiased advice from us.
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