Advisor at Edelman Financial Engines
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Firm
Edelman Financial Engines
Location
Moseley, VA
Credentials
CFP®, Series 63
Industry experience
11 years
Ashley Morris is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2024. Prior to this, Ashley worked at Facet Wealth, The Vanguard Group, and Keatley Wealth Management. Ashley is an honorary board member of the JC Morris Family Foundation, a charitable organization providing educational assistance to underserved minors. Edelman Financial Engines offers technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, supports a large participant base through advisor-led and online platforms, and provides employer-facing retirement plan consulting and education.
Based on Edelman Financial Engines
Based on Edelman Financial Engines
Up to $10,000 one-time fee for financial plans (waivable). Some clients may have negotiated flat fees not exceeding 1.75% AUM.
$0 - $400,000: 1.75% $400,001 - $750,000: 1.25% $750,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.50% $25,000,000 - Negotiable: Negotiable
Up to $10,000 one-time fee for financial plan development (can be waived). Online Advice up to $300/year.
Online Advice fees up to $300 per year, payable in advance by credit card.
Account minimum: $5,000 for Wrap Fee Program legacy EFS clients (may be reduced or waived at discretion), $500,000 for institutional clients (may be waived or reduced at discretion), $10,000 for Workplace IRA (may be waived), $5.00 for defined contribution plan participants prior to transactions. Minimum fee: $225 minimum quarterly fee may apply for Personal Advisor clients. Fee-only: Fees based on assets under management as per tiered schedule; no commissions.
Moseley, VA
Virginia
Edelman Financial Engines
2024 - Present (2 years)
Facet Wealth
2022 - 2024 (2 years)
The Vanguard Group, Inc.
2017 - 2021 (4 years)
Keatley Wealth Management, LLC
2016 - 2017 (1 year)
THE Vanguard Group, Inc.
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
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