MORRIS FINANCIAL CONCEPTS, INC.

RIASEC RegisteredEst. 2002

Total AUM

$538M

Discretionary

$521M

97% of AUM

Avg account

$574K

Accounts

938

Employees

Advisory reps

Firm details

Headquarters: MOUNT PLEASANT, South Carolina
CRD number: 114862
Registered since: January 11, 2002
Website: mfcplanners.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI81.88%
Individuals17.21%
Pension & Profit Sharing Plans0.91%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Morris Financial Concepts, Inc. is an independent, individual-owned registered investment adviser that manages portfolios for both high-net-worth households and institutional clients. The firm’s advisory mix centers on financial planning and discretionary portfolio management for individuals, small businesses and institutions, and it also provides pension consulting services. Fee arrangements include a percentage of assets under management plus hourly and fixed-fee engagements, allowing flexibility for planning-only or hybrid relationships. Investment posture is built around liquid public funds — mutual funds and ETFs form the core of client portfolios — supplemented by selected alternative exposures. The firm is not positioned as an in-house capital allocator; instead it sources external managers for non-public strategies. Morris Financial Concepts is not an active ESG investor and operates with a relatively concentrated geographic registration profile rather than a broad multistate footprint.