Morrissey Wealth Management LLC fees
Financial planner in North Haven, Connecticut. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 4, 2026, Morrissey Wealth Management LLC (North Haven, CT) charges $400 an hour, a flat or project fee of $1,000-$50,000, and a quarterly fee of up to $3,000 for financial planning.
- Website: morrisseywealthmanagement.com (opens in new tab)
- Call (860) 986-7881
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change.
- Hourly rate
- $400/hr
Above the Connecticut median of $300; 77% of the 48 other planners in Connecticut that publish an hourly rate charge less.
“Hourly engagements will be billed at $400 per hour.”
- Flat or project fee
- $1,000-
$50,000 Runs from below the Connecticut median of $6,875 to above it.
“Fixed fee engagements generally range from $1,000 to $50,000, based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
- Quarterly fee
- Up to $3,000/qtr
“Ongoing financial consulting fees will not exceed $3,000 per quarter and will be outlined in the signed agreement.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab) and ChFC®
- Team size
- 3 employees
How Morrissey Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Method of Compensation and Fee Schedule Investment Management Services Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
- “Unless otherwise noted in writing, our firm bills on cash.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, quarterly planning fees, and a percentage of assets under management
- Clients
- 161
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $165 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 4, 2026
- CRD number
- 291228 (opens in new tab)
- Phone
- (860) 986-7881
Registered or notice filed in 3 states: Connecticut, Delaware, Texas
More planners in Connecticut that publish fees
- Compass Wealth Management LLCGuilfordFlat up to $10,000
- Riskin Wealth Management, LLCNewtownHourly $300-$500/hr, Quarterly $750-$7,500/qtr
- Envest Asset Management, LLCRidgefieldHourly $150-$250/hr
- The Real Wealth CoterieHamdenHourly $500/hr, Flat $5,000
- Morgan House Capital, LLCEast GranbyAnnual up to $1,000/yr
- Haviland & Sams, LLCFarmingtonHourly up to $500/hr, Annual $3,500-$35,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.