Marc Morris
Marc Morris is a registered investment advisor at Blue Ridge Wealth Planners, based in Knoxville, TN, with 6 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Retirement Planning. Their firm serves 723 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blue Ridge Wealth Planners manages investments through AE Wealth Management, charging a fee based on the amount of your portfolio. The exact fee is negotiable, but the maximum is 2% per year. This fee covers the costs of sub-advisors or third-party investment advisors. The fee is typically deducted monthly from your account. Blue Ridge Wealth Planners may receive preferential pricing from AE Wealth Management based on the total assets managed on the platform.
Location
9725 Cogdill Road, Suite 101, Knoxville, TN, 37932
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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
Marc is a wealth planner at Retirement Financial Solutions, LLC dba Blue Ridge Wealth Planners, focusing on financial planning and investment advising. He also serves as a managing member of Lighthouse Financial LLC, an investment club, dedicating minimal time to overseeing meetings and investment strategy.
Employment History
Current Registrations
Blue Ridge Wealth Planners
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.