Disclosures
Last updated: November 9, 2026
Investment Advisory Services
Investment advisory services are offered through Optivise Advisory Services, LLC (Optivise), an SEC registered investment advisor. Optivise and WHC Wealth Advisors are affiliated entities. Optivise and WHC Wealth Advisors only transact business in states where they are properly licensed or are excluded or exempted from registration requirements.
Verify Registration
Registration and disciplinary history can be checked independently on the SEC's Investment Adviser Public Disclosure (IAPD) database. Optivise Advisory Services, LLC's firm CRD number is 301764; Kerry Morris's individual CRD number is 5591864.
Regulatory Filings
These are the disclosure documents Optivise is required to prepare and make available.
- Form CRS (Client Relationship Summary) — dated March 31, 2025. Optivise's plain-English summary of its services, fees and conflicts of interest.
- Form ADV Part 2A (Firm Brochure) — dated March 27, 2026. Optivise's firm brochure: services, fees, conflicts and disciplinary information.
For the current versions as filed with the SEC, see Optivise's IAPD firm page. If anything on this page conflicts with what is on file with the SEC, the SEC filing governs.
Advisory Fees
As stated in Optivise's Form ADV Part 2A, Item 5:
- Portfolio management: An annual fee based upon a percentage of the market value of the assets being managed. Non-Options-Based Account: Maximum annualized fee 1.80%. Options-based Account: Maximum annualized fee 1.95%. Fees are negotiable and are billed monthly in arrears.
- Financial planning: fixed fees: A fixed fee of up to $10,000.00 for broad-based planning services. All financial planning fees are negotiated based on the scope of services and will be reflected in the Financial Planning Agreement.
- Financial planning: hourly fees: An hourly fee of up to $200 for Clients who request specific services (such as a modular plan or hourly services) and do not want a broad-based written financial plan.
Investment Strategy and Performance Disclosures
Any descriptions involving risk management, investment philosophy, investment strategy, portfolio construction and management, or goals are provided for informational purposes only, are not complete, may not apply in all situations, may not be fully indicative of any present or future investments, and may be changed. No representation is made that any risk management technique, investment philosophy, investment strategy, portfolio construction and management technique, or goal described on this site will or are likely to be achieved or to be successful. Past performance of any investment or investment strategy is not indicative of future performance. With any investment, returns are variable and an investor could lose money.