CFP

Joseph Morrow

4 Years of Experience

1 Disclosure

Joseph Morrow is a CFP-designated registered investment advisor at Canvas Wealth Advisors, LLC, based in Shawnee, KS, with 4 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 553 clients with $930M in assets under management.

Canvas Wealth Advisors, LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

553 clients

Average Client Portfolio

$1.7M average

Assets Under Management

$929.2M

Fee Structure

Minimum Investment:$500K

Planning is included in investment management (also available separately)

Minimum Annual Fee:$5,000

Portfolio-Based Fees (Flat)

Portfolio Value	Annual Fee
Any	1.00%

Fees for wealth management services are generally based on account size and level of service provided at an annual fee of up to 1% subject to a minimum $5,000 annual fee.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

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Location

6136 Nieman Road, Shawnee, KS, 66203

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History

Regulatory History (1)

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Regulatory

September 2023

Final

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Employment History

Current Registrations

Canvas Wealth Advisors, LLC

September 2021 - Present · 4 yrs 7 mos

State Registrations1 state

Advisor

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

No exam information available for this advisor.