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| Keyboard |
| Sandy Morris Financial & Estate Planning Services LLC
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|---|---|
| CRD # | 187519 |
| SEC # | 801-117852 |
| CIK # | |
| AUM | 183.1 M (2026-03-03) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 813-443-0879 |
| Address | 10015 Gallant Lane Tampa, FL 33625 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 722 | 113.7 |
| (b) Individuals (high net worth individuals) | 45 | 69.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,024 | 183.1 |
| By Discretionary | ||
| Discretionary | 1,024 | 183.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,024 | 183.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 183.1 | |
| Total | 1,024 | 183.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Financial Independence Advisors LLC
✚
|
FL | 189.6 M |
|
KRS Capital Management LLC
✚
|
MI | 188.9 M |
|
Journey Retirement Planning and Investment Management LLC
✚
|
ID | 187.3 M |
|
Diamond Client Group LLC
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|
TX | 185.8 M |
|
Barden Capital Management Inc
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|
183.5 M | |
|
Marsh Wealth Management LLC
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|
TN | 182.3 M |
|
The Planner's Edge LLC
✚
|
WA | 178.7 M |
|
Farris Capital Management Inc
✚
|
TX | 177.5 M |
|
Tea & Taxes Company DBA Prosperitea Planning
✚
|
MA | 176.9 M |
|
ENR Asset Management Incorporated
✚
|
176.7 M |