Morse Group Investment Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Fees for financial planning and consulting through Morse Group are negotiable but generally based on a $250 hourly rate or between $1,000 and $10,000 on a fixed-fee or project basis, depending on the scope and complexity of the services required.”

Flat or project fee

$1,000⁠-⁠$10,000

From the same sentence as above.

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

How Morse Group Investment Advisors bills

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

• “We also request a client conference at least once a year to check in for updates and verify the information we are working from. 2.”
• “Fees are paid after the end of each calendar quarter (charged in arrears), based upon the daily average market value of total assets in managed, and/or monitored, accounts during the quarter.”
• “If advisory fees still due cannot be deducted, Morse Group will send an invoice to the client.”

How Morse Group Investment Advisors’ fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• None of the 2 other planners in Sherman Oaks that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the California median of $5,000. 57% of the 796 other California planners that publish a flat or project fee charge less.

About Morse Group Investment Advisors

• Principal: Managing Director
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

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

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$19,433,536

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

310689

Website

morse-group.com (opens in new tab)

Phone

(213) 358-9460

Other planners in Sherman Oaks that publish fees

• Billfold Budget CounselingSherman Oaks$250/hr, $200/mo
• Highline Wealth PartnersSherman Oaks$500/hr, $5,000
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500

Compare all 5 planners in Sherman Oaks