Mary Mori
Advisor at Mori Huston Partners
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Mori Huston Partners
Location
Miami, FL 33131
Credentials
Series 63, Series 65, Series 66
Industry experience
15 years
About
Mary Mori is a financial advisor at Mori Huston Partners with 15 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has been with Mori Huston Partners since 2009. Mori Huston Partners is a fee-only registered investment adviser serving primarily high-net-worth individuals, including U.S. citizens and non-resident foreign nationals, as well as select pension and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, wealth-planning adjunct services, and manages both separate accounts and a British Virgin Islands pooled fixed-income fund, emphasizing capital preservation and long-term, inflation-adjusted returns.
Client services
Based on Mori Huston Partners
Portfolio management
Corporate and administrive services
Expertise
Based on Mori Huston Partners
Wealth management
Active portfolio management
Tax-loss harvesting
Cross-border & expatriate issues
Demographic focus
Based on Mori Huston Partners
HENRY (High Earners, Not Rich Yet)
Mid-Career Professionals
Fee options
Specific flat fees for additional services such as $500 p.a. for Trust Protector, $300 p.a. for offshore company record keeping, $300 setup and $250 p.a. for US LLC setup and maintenance, $250 p.a. for coordinating tax filings, and $500-$2,000 to set up wealth planning structures.
$0 - $1,000,000: 1.40% $1,000,000 - $2,000,000: 1.30% $2,000,000 - $5,000,000: 1.20% $5,000,000 - $10,000,000: 1.10% $10,000,000 - $25,000,000: 0.95% $25,000,000+: At request
Hourly consulting fees vary by client and service, agreed upon prior to engagement.
Account minimum: $500,000 Fee-only: Fees are negotiable and charged quarterly in arrears based on assets under management; no commissions charged.
Location
1450 Brickell Avenue, Suite 2160
Miami, FL 33131
Most active in
Mary M has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
Mori Huston Partners LLC
2009 - Present (17 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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.
Michael L
Series 63, Series 65
Coral Gables, FL
Ladin Financial Group, Inc.
Lawrence W
CFP®, ChFC®, Series 63, Series 65
Miami Beach, FL
ECF Wealth, Inc.
Leon S
Series 65
Surfside, FL
Thames Asset Management, Inc
Ivan M
CFP®, CFA®, ChFC®, Series 63, Series 65, Series 66
Miami, FL
Mendoza Private Wealth
Paul D
Series 65
Key Biscayne, FL
Private Lane Capital, LLC
Alejandro C
Series 65
Miami, FL
BlueReef Capital
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")