Meredith Morse
Meredith Morse is a CFP-designated registered investment advisor at First Pacific Financial, INC., based in Vancouver, WA, with 5 years of industry experience. Meredith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 1,312 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual fee is 1.25%. Charitable and non-profit asset management will not exceed 1.00%. Spark service asset management is 0.90% annually. Fees are negotiable.
Fee Estimator
Location
610 Esther Street, Suite 100, Vancouver, WA, 98660
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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 →Other Business ActivitiesSells Insurance
Meredith maintains an insurance license but is not authorized to sell insurance products to First Pacific Financial clients. She also serves as Secretary for the Financial Planning Association of Oregon & SW Washington and is a Finance Committee member for the Southwest Washington Regional Health Alliance, dedicating minimal time to each.
Employment History
Current Registrations
First Pacific Financial, INC.
State Registrations4 states
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
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