Brick Street Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“In the event of early termination, the client will be billed for the hours worked at a rate of $500 per hour.”

Flat or project fee

$1,500⁠-⁠$2,500

“The fixed fee can range between $1,500 and $2,500.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Brick Street Financial bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”

How Brick Street Financial’s fees compare

• Its hourly rate of $500 is above the Mississippi median of $300. 90% of the 10 other Mississippi planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$2,500 is below the Mississippi median of $3,000. 15% of the 13 other Mississippi planners that publish a flat or project fee charge less.

About Brick Street Financial

• Principal: Ronald C. Morton
• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Employees

3

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$358,892

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

316781

Phone

(601) 925-9797

Other planners in Clinton that publish fees

• Mascagni Wealth Management, Inc.Clinton$250/hr, $750⁠-⁠$2,500
• Barnes Pettey Financial Advisors, LLCClarksdale$750⁠-⁠$3,000
• Bergland Wealth Management, Inc.Ridgeland$2,500/qtr, $10,000/yr
• Caldric CapitalSeminary$200/hr
• Collaborative AdviceMadison$300/hr, $2,000⁠-⁠$10,000
• Duncan Wealth Management, LLCMadison$300/hr, $1,000⁠-⁠$15,000

Compare all 35 planners in Mississippi