Advisor at KCD Financial, Inc.
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
KCD Financial, Inc.
Location
Bradenton, FL
Credentials
Series 63, Series 65
Industry experience
31 years
William Morris is a financial advisor with KCD Financial, Inc. based in Bradenton, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Cape Investment Advisory, Inc., Calton & Associates, Inc., and Invest Financial Corporation. In addition to his advisory work, he serves as an independent insurance agent and teaches federal employees about government benefits through a government contracting business. KCD Financial, Inc. is a registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm employs a variety of analytical approaches and investment strategies, offering both discretionary and non-discretionary advisory services along with access to third-party managed account platforms.
Based on KCD Financial, Inc.
Based on KCD Financial, Inc.
Fixed fees range from $150 to $1,000 per financial plan
$0 - $100,000: 2% to less than 3% $100,000 - $500,000: 1% to 2% $500,000 - $1,000,000: 0.5% to 1% $1,000,000+: 0.5% or any negotiated variation
$50 to $150 per hour depending on experience and portfolio complexity
Account minimum: $25,000 (may be waived) Fee-only: Hourly fees range from $50 to $150 per hour; fixed fees range from $150 to $1,000 per plan
Bradenton, FL
Florida
Cape Investment Advisory, Inc.
2020 - 2026 (6 years)
CAPE SECURITIES, iNC.
2020 - 2026 (6 years)
LTC Toolbox
2020 - Present (6 years)
Calton & Associates, Inc.
2016 - 2020 (4 years)
Sarasota Financial Group, Inc.
2002 - Present (24 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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.
Series 63, Series 65
Sarasota, FL
Retirement Money Management
Series 66
Sarasota, FL
Melberth Capital
CFP®, Series 63
Bradenton, FL
Summit Financial Advisors
Series 63, Series 65
Sarasota, FL
Insight Family Financial
Series 65
Sarasota, FL
DB Asset Management,LLC.
Series 63, Series 65
Sarasota, FL
Charitable Foundation Services LLC
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")