# Morris & Wells Wealth Management
Source: https://planprovider.pro/provider/morris-and-wells-wealth-management
> Fee-only since the early 1980s, Morris & Wells Wealth Management built its practice around fiduciary advice and low-cost investment management. The firm…
Retirement Plan Advisor
Charlottesville, VA
## About Morris & Wells Wealth Management
Fee-only since the early 1980s, Morris & 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).
Headquartered in Charlottesville in Central Virginia, Morris & 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.
For retirement plans, the firm works as a plan advisor 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.
What sets the firm apart is its long-running fee-only model paired with hands-on coordination across retirement, tax, and estate planning.
- 3(21) fiduciary support for employer-sponsored retirement plans
- 3(38) discretionary investment management for plan lineups
- Financial planning and cash flow planning for individuals and families
- Portfolio construction and fiduciary investment management
- Planning for future generations, including 529 education savings plans
Website: [https://morrisandwells.com](https://morrisandwells.com)
## Office Locations
- Charlottesville, VA (Headquarters)
## Services Offered
- 3(21) Investment Advisor
- 3(38) Investment Manager
## Client Statistics (2026)
- Total Clients: 0
- Total AUM: $853.7M
## Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan|Sponsor|Assets|Participants|
| ATLANTIC ANESTHESIA, INC. 401(K) PLAN|ATLANTIC ANESTHESIA, INC., VA|$52M|125|
| ATLANTIC ANESTHESIA, INC. PROFIT SHARING PLAN|ATLANTIC ANESTHESIA, INC., VA|$50M|102|
| ST. MARYS HOSPITAL OF ST. MARYS COUNTY PENSION PLAN AND TRUST|ST. MARYS HOSPITAL OF ST. MARYS COUNTY, INC., MD|$43M|206|
| RETIREMENT PLAN FOR HOUFF TRANSFER, INC.|HOUFF TRANSFER, INC., VA|$19M|99|
## Team Members
- **Elizabeth Morris**, Wealth Management
- **John Stewart Darrell**, Wealth Management
- **John Wells**, Wealth Management
- **Sarah Morris**, Wealth Management
- **Charles G. King**, Wealth Management
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