SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC

10015 Gallant Lane
Tampa, Florida 33625
Tel: 813-443-0879

About SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC

SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC, formally registered with the SEC as SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC. The firm was established in 01/02/2020. They have over 2 offices throughout the country.

SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC is a Tampa, Florida based Financial Planning firm with nearly $152,033,063 assets under management, offering retirement planning & investment advisory services to 670 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	187519
SEC#	801-117852
Assets Managed by Firm	$152,033,063
No. of Clients	670
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	670	$152,033,063
Individuals (other than high net worth individuals)	644	$113,156,518
High net worth individuals	26	$38,876,545

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