Morris Financial Concepts, Inc. 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

$100⁠-⁠$400/hr

“MFC typically charges a rate $100 – $400 per hour depending on the experience level of the professional doing the work and the extent of services involved such as financial planning, investment analysis, and administrative work.”

Flat or project fee

$8,500

“The minimum fee under MFC’s one-year financial planning services agreement is $8,500.”

Annual fee

$8,500/yr

“Accounts managed under this agreement are subject to a minimum annual fee of $8,500.”

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

How Morris Financial Concepts, Inc. bills

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

• “One-quarter of the fee is due at the time a Financial Plan Agreement is signed and the remaining fee will be prorated and charged on a monthly or quarterly basis, in advance.”
• “If the agreement terminates during a quarter, Adviser will refund a pro rata portion of the fee paid for that quarter, based on the number of days between the end of the 30-day notice period and the end of the quarter.”

How Morris Financial Concepts, Inc.’s fees compare

• Its hourly rate of $100-$400 spans the South Carolina median of $250. 36% of the 69 other South Carolina planners that publish an hourly rate charge less.
• 1 of the 5 other planners in Mount Pleasant that publish an hourly rate charge less.
• Its flat or project fee of $8,500 is above the South Carolina median of $3,000. 83% of the 65 other South Carolina planners that publish a flat or project fee charge less.
• 4 of the 5 other planners in Mount Pleasant that publish a flat or project fee charge less.
• Its annual fee of $8,500 is above the South Carolina median of $5,000. 55% of the 22 other South Carolina planners that publish an annual fee charge less.
• 1 of the 2 other planners in Mount Pleasant that publish an annual fee charge less.

About Morris Financial Concepts, Inc.

• Firm size: 10 employees.
• Registered as an adviser: 2002 (24 years).

Planning areas mentioned in the brochure

• Tax planning
• Estate planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$8,500 minimum fee (stated in brochure)

Clients

293

Employees

10

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$538,412,506

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

114862

Website

facebook.com/morrisfinancial (opens in new tab)

Phone

(843) 884-6192

Can advise clients in 8 states: California, Florida, Georgia, Louisiana, North Carolina, South Carolina, Texas, Virginia

Other planners in Mount Pleasant that publish fees

• Apollon Wealth Management, LLCMount Pleasant$5,000
• Baker Asset Management, LLCMount Pleasant$100/hr, $2,500
• Black Dog Financial Planning LLCMount Pleasant$250/hr, $149⁠-⁠$449/mo
• Flip Flops and Pearls Financial PlanningMount Pleasant$500/hr, $2,000⁠-⁠$10,000
• Flowrate Financial, LLCMount Pleasant$250/hr, $4,000
• J. Benjamin Financial, LLCMount Pleasant$5,000⁠-⁠$30,000

Compare all 16 planners in Mount Pleasant