Advisor at Brio Financial Planning
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Firm
Brio Financial Planning
Location
Quincy, MA 02169
Credentials
CFP®, Series 65
Industry experience
14 years
Michelle Morris is a CFP® and Series 65 credentialed financial advisor with 14 years of industry experience. She is the principal of Brio Financial Planning in Quincy, MA, and has worked as a tax specialist at Leo J. Hart III since 2009. Brio Financial Planning is an independent, fee-only firm serving individuals and families with holistic financial planning and portfolio management. The firm focuses on goals-based planning, offering services such as tax preparation and typically managing assets on a non-discretionary basis with fixed retainer fees rather than percentage-of-AUM charges.
Based on Brio Financial Planning
Initial onboarding fee ranges from $1,500-$4,000; Custom Project fees are flat fees paid half upfront and half upon completion.
Below $1,000,000 - $1,000,000: $6,000 annual fixed fee $1,000,000 - $2,000,000: $8,500 annual fixed fee $2,000,000 - $3,000,000: $12,500 annual fixed fee Over $3,000,000+: $17,000 annual fixed fee
Minimum fee: Annual fixed fees ranging from $6,000 to $17,000 based on investable assets tiers Fee-only: Fixed annual fees plus initial onboarding fee and possible additional tax-related fees; no commissions or product sales.
1073 Hancock St. #101
Quincy, MA 02169
Massachusetts
Leo J. Hart III, Tax Specialist
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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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.
CFP®, CFA®, Series 63, Series 65
Braintree, MA
Dreamfield Planning Group, LLC
I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
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