Theresa Morrison is a CFP-designated registered investment advisor at 6|21 Private Wealth, based in Tucson, AZ, with 9 years of industry experience. Theresa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fee Estimator
Contact
Theresa Morrison
Location
Tucson, AZ
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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 Activities
Theresa is an advisor for BlockSpaces, Inc. since September 2023 and COO since January 2025, a fintech company, handling business operations, investor and customer relations, dedicating nearly full-time hours to the role.
Employment History
Current Registrations
6|21 Private Wealth
Beckett Collective
Previous Registrations
Origin Investment Advisory LLC
Fortress Financial Solutions, LLC
State Registrations2 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.
Exams