Parsippany, NJ and Sparta, NJ, USA
+1 844.MRA.ROAD
support@morrisretirement.com

Pricing

Investment Managementnt
  • Easy to understand personalized financial advice
  • Globally diversified portfolios
  • Goals based investing: retirement, college, major purchase
  • Portfolio rebalancing
  • Free self-guided financial planning tool
  • Support: Access to professional investment advice along the way

Fee* ranges from 0.40% to 1.50% per year. 

LET’S TALK

*Fees based on account balance (billed monthly based on assets under management in arrears. See our ADV Brochure for additional details)

TAX PLANNING AND PREPARATION
  • Tax planning and preparation by in-house CPA
  • Integration with WealthBuilder financial plan
  • Have a more comprehensive view of your overall financial situation under one provider

From

$49*

per month

LET’S TALK

* Price based on tax situation complexity.

BUSINESS OWNERS
  • Entity type review and formation consulting
  • Employer and employee benefits
  • 401k Fiduciary Review
  • Group life, disability, accident and cancer coverage
  • Succession planning: buy-sell and cross-purchasing agreements
  • Executive compensation planning
  • Virtual board of directors and business planning consulting

Price Based on Needs

Get Started

Our Advisors

1

…ARE EXPERIENCED

We are fiduciaries. Our financial and tax advisors are seasoned professionals. Many of our professionals have over a decade of industry experience.

2

…CAN OFFER A SECOND OPINION

Even if you have a do-it-yourself approach to your finances, we can all benefit from a second pair of eyes.

3

…HAVE CONFIDENCE WITH PROFESSIONAL SUPPORT.

Based on our conversation, we can help determine the appropriate working relationship for you.

Our first conversation

Having an initial conversation with a Morris Retirement Advisors professional is always complimentary. We offer a relaxed and informal atmosphere; you’re under no obligation to purchase our services.

What to expect…

– Professional help in clarifying your financial goal and priorities 
– By signing up for one of our subscription services, you will receive sound financial advice at a fair price, tailored to your financial objectives
– Accurate information about solutions, including their benefits, risks and fees

What to bring…

– A list of financial goals and dreams you would like to achieve, including short-term and long-term goals.
A list of questions you have regarding your current financial situation
– Any account statement, budget information or other documentation on areas of your financial life that you feel deserve immediate attention. 

SCHEDULE AN APPOINTMENT