Advisor at Morrill Financial Services
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Firm
Morrill Financial Services
Location
Scituate, MA
Credentials
CFP®, Series 65
Industry experience
21 years
Wayne Morrill is a CFP® professional with 21 years of industry experience, operating Morrill Financial Services since 2007. He holds a Series 65 license and runs a single-advisor independent firm based in Scituate, MA. His background includes extensive institutional roles in custody and asset management. Morrill Financial Services provides personalized financial consultation and ongoing investment management primarily to individuals, families, and trusts. The firm uses a fee-only model and emphasizes broad asset allocation with a combination of passive and active investment strategies, managing accounts mostly on a discretionary basis.
Based on Morrill Financial Services
May be negotiated fixed fee for financial planning and consultation services
$0 - $2,000,000: 0.55% quarterly (2.20% annually approx.) $2,000,000 - $10,000,000: 0.35% quarterly (1.40% annually approx.) Over $10,000,000+: 0.25% quarterly (1.00% annually approx.)
$125 per hour for financial planning and consultation services
Account minimum: No minimum account size; however, a $2,000 annual minimum fee applies for asset management services. Minimum fee: $2,000 annual minimum fee for asset management Fee-only: Fee-only firm; no commissions accepted.
Scituate, MA
Massachusetts
Morrill Financial Services
2007 - Present (19 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
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.
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