Morris & Wells Wealth Management

About Morris & Wells Wealth Management

<p>Fee-only since the early 1980s, Morris &amp; Wells Wealth Management built its practice around fiduciary advice and low-cost investment management. The firm is a registered investment advisor and reports $0.9B in AUM (2026).</p> <p>Headquartered in Charlottesville in Central Virginia, Morris &amp; Wells works with clients locally and across the U.S. Its team combines financial planning with investment oversight, with a focus on practical decisions around spending, savings, taxes, and long-term goals.</p> <p>For retirement plans, the firm works as a <a href="/plan-advisors">plan advisor</a> and can take on 3(21) co-fiduciary and 3(38) investment manager responsibilities for business owners’ 401(k) plans. It also coordinates with clients’ CPAs and estate planning attorneys to align investment strategy with tax planning and legacy goals.</p> <p>What sets the firm apart is its long-running fee-only model paired with hands-on coordination across retirement, tax, and estate planning.</p> <ul> <li>3(21) fiduciary support for employer-sponsored retirement plans</li> <li>3(38) discretionary investment management for plan lineups</li> <li>Financial planning and cash flow planning for individuals and families</li> <li>Portfolio construction and fiduciary investment management</li> <li>Planning for future generations, including 529 education savings plans</li> </ul>

Website: https://morrisandwells.com