Michelle Morris is a CFP-designated registered investment advisor at Brio Financial Planning, based in Quincy, MA, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 5 more. Their firm serves 28 clients with $37M in assets under management.
Compensation
Firm Size
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Assets Under Management
Fee Structure
BRIO Financial Planning includes investment management services as part of its Open Retainer service. BRIO will make recommendations, but will obtain your approval for each transaction. If BRIO recommends an independent manager, that manager will have the authority to make trades without asking you first. The fees for Asset Dedication are separate and in addition to BRIO's fees.
Contact
Michelle Morris
Location
1073 Hancock St. #101, Quincy, MA, 02169
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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.
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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.