Meredith Morse
Meredith Morse is a CFP-designated registered investment advisor at First Pacific Financial, INC., based in Vancouver, WA, with 4 years of industry experience. Meredith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,156 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
First Pacific Financial offers investment management services.
For Wealth Management services, the annual fee will not exceed 1.25% of the assets managed. For non-discretionary accounts, the fees are 25% higher than the discretionary services fee.
For the Spark service, clients using First Pacific Financial's asset management services through Betterment for Advisors will be charged 0.90% annually, based on the value of the assets managed.
For Charitable and Non-Profit organizations, the annual fee will not exceed 1.00% of the assets managed.
Location
610 Esther Street, Suite 100, Vancouver, WA, 98660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Meredith maintains an insurance license but is not authorized to sell insurance products to First Pacific Financial clients. She also serves as Secretary for the Financial Planning Association of Oregon & SW Washington and is a Finance Committee member for the Southwest Washington Regional Health Alliance, dedicating minimal time to each.
Employment History
Current Registrations
First Pacific Financial, INC.
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.