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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 798 clients with $360M 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 | 2.00% |
Maximum annual advisory fee is up to 2% of total assets under management. Fees are negotiable at the firm's sole discretion.
Fee Estimator
Location
9725 Cogdill Road, Suite 101, Knoxville, TN, 37932
Get directionsHistory
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.
Exams
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