Advisor at Fiduciary Organization, LLC
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Firm
Fiduciary Organization, LLC
Location
Greenville, SC 29609
Credentials
Series 65
Industry experience
4 years
Graham Morris is a financial advisor at Fiduciary Organization, LLC in Greenville, SC, holding a Series 65 designation with four years of industry experience. Prior to his current role, he worked at OneAscent Financial Services, LLC and Woodmark Wealth Management, LLC. In addition to his advisory work, Morris is a Business Analyst at Mitsubishi Chemical Group, where he oversees financial reporting. Fiduciary Organization, LLC is a fee-only registered investment adviser serving individuals, retirement plans, charitable organizations, and businesses. The firm provides investment management and both ongoing and project-based financial planning, typically implementing client-specific policies on a discretionary basis using a mix of passive and active strategies.
Based on Fiduciary Organization, LLC
Based on Fiduciary Organization, LLC
Fixed fees up to $35,000 for project-based financial planning and initial comprehensive financial plan; up to $35,000 for educational seminars
1.50% annually
Up to $750 per hour for project-based financial planning
Ongoing financial planning fees up to $7,500 per month
Fee-only: Financial planning fixed fee up to $35,000 initial; ongoing planning fees up to $7,500 per month; project-based planning up to $35,000 fixed or $750/hour
217 West Stone Ave
Greenville, SC 29609
South Carolina · Utah
Fiduciary Organization, LLC.
2023 - Present (3 years)
Fiduciary Organization, LLC
2023 - Present (3 years)
OneAscent Financial Services, LLC
2022 - 2023 (1 year)
Woodmark Wealth Management, LLC
2021 - 2022 (1 year)
Mitsubishi Chemical Group
2017 - Present (9 years)
International Paper
2016 - 2017 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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