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JM
CFP
JM
CFP

Joseph Morrow

Canvas Wealth Advisors, LLC
5 Years of Experience
Shawnee, KS
1 Disclosure
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Joseph Morrow is a CFP-designated registered investment advisor at Canvas Wealth Advisors, LLC, based in Shawnee, KS, with 5 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 553 clients with $930M in assets under management.

Canvas Wealth Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
553 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$929.2M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are up to 1% annually, subject to a $5,000 minimum annual fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6136 Nieman Road, Shawnee, KS, 66203

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History

Regulatory History (1)
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Regulatory
September 2023
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Canvas Wealth Advisors, LLC
September 2021 - Present · 5 yrs 1 mo
State Registrations1 state
KS
Advisor

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
No exam information available for this advisor.
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