Theresa Morrison is a CFP-designated registered investment advisor at Beckett Collective, based in Tucson, AZ, with 10 years of industry experience. Theresa 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 5 more. Their firm serves 22 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable in certain cases. Immediate household accounts may be aggregated for billing purposes.
Fee Estimator
Contact
Theresa Morrison
Location
Tucson, AZ
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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 Activities
Theresa is an advisor for BlockSpaces, Inc. since September 2023 and COO since January 2025, a fintech company, handling business operations, investor and customer relations, dedicating nearly full-time hours to the role.
Employment History
Current Registrations
Beckett Collective
Previous Registrations
6|21 Private Wealth
Origin Investment Advisory LLC
Fortress Financial Solutions, LLC
State Registrations2 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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