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

Pricing

Flexible pricing based on your evolving needs 

Choose what you need now. Change it anytime. 

INVESTMENT MANAGEMENT 

We don’t charge commissions. We charge an investment advisory fee based on assets under management. Fee ranges from 0.40% to 1.50% per year. See ADV Brochure for details

LEARN MORE ABOUT MRA WEALTH PORTFOLIOS
PLANNING AND TAX ADVICE

From the simplistic to the highly complex financial situations, we offer customized solutions for financial planning and/or tax advice based on your unique needs.

See details and pricing below.

Lorem impsul dolor sit amet

“If you fail to plan, you are planning to fail.” – Ben Franklin

Financial Planning Services

MRA will waive the subscription fee for household accounts of $1 million plus

LET’S TALK
WEALTHBUILDER PLANNING

– Access to free online planning software
– Self-guided planning (No advisor support)
– Set and track your financial goals
-Track your investments
-Track your net worth
-View your financial life. Anytime. Anywhere.

FREE

GET STARTED
WEALTHBUILDER INVESTING

All features available in WealthBuilder Planning AND:

– Investment Management Advice
– Goals-based investing based on model portfolios

Fees based on account balance

PRIVATE WEALTH ADVICEe

All features available in WealthBuilder Planning and Investing AND:


– Dedicated WEALTH ADVISOR
– Advice on investments outside Morris Retirement Advisors including 401k, stocks and real estate.
– Comprehensive personalized guidance on life events: retirement, large purchases, college, estate planning, tax strategies, insurance planning

Private Wealth Advice Subcription Choices:

1) PLUS
Case complexity: BASIC
Meetings* per year: TWO
*Ideal for young professionals

FROM $69/MONTH

2) CONSOLIDATOR
Case complexity: ADVANCED
Meetings* per year: THREE
*Ideal for mid-career professionals with emerging wealth

FROM $99/MONTH

3) PROTECTOR
Case complexity: COMPLEX
Meetings* per year: CUSTOMIZED  * Ideal for pre-retired and retired clients looking to preserve, grow and/or distribute their wealth across generations

FROM $129/MONTH

*Typical number of meetings per year

Taxes and Business Owner Services

Value-added services based on your needs

LET’S TALK
TAXES

Together, we work with you to help you answer the following tax questions:
– Have you created a tax diversification strategy to minimize your tax liability today and in the future?
– Are you paying too much in taxes?
– Are you taking all of the deductions you are entitled of?
– Is your business structure working for maximizing tax savings?


NUMBER OF MEETINGS: CUSTOMIZED


FROM $49/MONTH

BUSINESS OWNERS

We partner with business owners to help them make their business work for them as opposed to have them work on their business. Service provided:
– Tax review and preparation
– Entity type review and formation consulting
– Employer and employee benefits
– 401k Fiduciary Review
– Group life, disability, accident and cancer coverage
– Succession planning
– Virtual board of directors and business planning consulting


NUMBER OF MEETINGS: CUSTOMIZED


PRICE BASED ON NEEDS

WealthBuilder Planning

Free online planning software. Digital planning at your fingertips.
View Your Financial Life. Anytime. Anywhere.

IT'S FREE. SIGN UP NOW.

WealthBuilder Investing

Add "Human" to your digital planning experience by working one-on-one with one of our financial advisors.
Investment management advice. Goals-based investing.

FEES BASED ON ACCOUNT BALANCE

Private Wealth Advice

Dedicated Wealth Advisor.
Advice on outside investments.
Comprehensive personalized guidance on life events: retirement, large purchases, college, estate planning, tax strategies, insurance planning

FROM $69/MONTH

Taxes

Get tax preparation and planning by our in-house CPA.

FROM $49/MONTH

Business Owners

We work with business owners to help them make their business work for them as opposed to having them working for their business.

PRICE BASED ON NEEDS

previous arrowprevious arrow
next arrownext arrow
Slider

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