M
Morrill Financial Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,557,100
Total clients
11
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
11
Average account size
$505,191
About
Morrill Financial Services provides personalized, confidential financial consultation and ongoing investment management to individuals, families and trusts, offering advice on financial objectives, cash flow, tax planning, insurance review, retirement, education funding and estate planning. The firm operates on a fee-only basis, does not sell commissioned products, offers hourly consultations and separate tax-preparation work, and is not accepting new financial planning clients as of January 2022.
Investment strategies emphasize broad asset allocation using no-load or low-load mutual funds, exchange-traded funds and equities, combining passive index exposures with selectively chosen active funds and a principal long-term buy approach while allowing short-term trading when appropriate. The advisor typically manages accounts on a discretionary basis under a limited power of attorney, performs quarterly reviews, and bills advisory fees as a percentage of assets under management, though formal performance reporting is not provided by the firm.
Distinctive aspects include a single-advisor practice with a small client base and modest AUM alongside the principal’s extensive institutional background in custody and asset-management roles and advanced credentials (CFP® and a master’s in financial planning). The firm also does not participate in soft-dollar arrangements, does not accept third-party compensation or commissions, does not make proxy votes on client securities, and maintains documented business continuity and information-security practices.
Client services
Portfolio management
Financial consulting
Expertise
General retirement planning
Income planning
General tax planning
Passive / index investing
Fee options
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.
Main office location
Morrill Financial Services
Scituate MA, United States
Number of offices
1
Most active in
Morrill Financial Services has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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