# Morey & Quinn Wealth Partners

> Morey & Quinn Wealth Partners is an SEC-registered investment advisory firm in Omaha, NE, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 17, 2026.

- CRD: 332074
- Filed as: MOREY & QUINN WEALTH PARTNERS
- Legal name: Morey & Quinn Wealth Partners LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Omaha, NE
- Filing period: October 2026
- Form ADV filing dated: September 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332074
- AdvisorCensus page: https://advisorcensus.com/firm/morey-and-quinn-wealth-partners-omaha-ne-332074

## Quick answers

**How is Morey & Quinn Wealth Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Morey & Quinn Wealth Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Morey & Quinn Wealth Partners charge?**
Its Form ADV Part 2A brochure dated August 10, 2026 states: Flat fee: $1,000 to $5,000 (Financial Planning); Hourly rate: $250 to $500 an hour (Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Morey & Quinn Wealth Partners located?**
Morey & Quinn Wealth Partners' principal office is in Omaha, NE, according to its Form ADV.

**Is Morey & Quinn Wealth Partners registered with the SEC or a state?**
Morey & Quinn Wealth Partners is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332074.

**How much does Morey & Quinn Wealth Partners manage?**
Morey & Quinn Wealth Partners reports $373,428,329 in regulatory assets under management in its Form ADV filing dated September 17, 2026 (99% discretionary).

**How have Morey & Quinn Wealth Partners' assets and staff changed since 2024?**
In the Form ADV data for Morey & Quinn Wealth Partners: Regulatory assets under management: $328,143,597 in the October 2025 data and $373,428,329 in the October 2026 data, up 14%. Total employees: 4 in October 2024 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Morey & Quinn Wealth Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (508); high net worth individuals (40).

**Which custodians does Morey & Quinn Wealth Partners use?**
Morey & Quinn Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Morey & Quinn Wealth Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/332074

**Does Morey & Quinn Wealth Partners state an account minimum?**
Its Form ADV Part 2A brochure dated August 10, 2026 says: "We have no minimum account size."

**What changed in Morey & Quinn Wealth Partners' recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in CO.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 10, 2026)

- Account minimum: None

> We have no minimum account size.

- Flat fee: $1,000 to $5,000 (Financial Planning)

> As a fixed fee, typically ranging from $1,000 to $5,000 depending on the nature and complexity of each client’s circumstances,

- Hourly rate: $250 to $500 an hour (Financial Planning)

> On an hourly basis of $250 to $500 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $373,428,329
- Discretionary: $369,987,532
- Non-discretionary: $3,440,797

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 508 | $198,732,086 |
| High net worth individuals | 40 | $171,569,919 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,627,441 |
| Corporations or other businesses not listed above | Fewer than 5 | $498,883 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CO, FL, GA, IA, IL, LA, MN, MO, NE, SD, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- moreyandquinn.com
- Facebook @MoreyandQuinnWealthPartners
- Facebook @katiebrunocdfa
- LinkedIn @morey-quinn-wealth-partners
- X @moreyandquinn
- YouTube @katiebruno-moreyquinnwealt4008

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | Not reported | 4 | July 24, 2024 |
| October 2025 | $328,143,597 | 5 | July 29, 2025 |
| October 2026 | $373,428,329 | 4 | September 17, 2026 |

Regulatory assets under management: $328,143,597 in the October 2025 data and $373,428,329 in the October 2026 data, up 14%.
Total employees: 4 in October 2024 and 4 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in CO.

### May 2026
- Registered or notice-filed in IL.

### April 2026
- Regulatory assets under management went from $328,143,597 to $373,428,329 (+14%).

### March 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Morey & Quinn Wealth Partners (CRD 332074): Form ADV filing data as of October 2026.