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Tiffany Pripeton Ritchie

Tiffany P. Ritchie

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CRD#: 6117189
Tiffany Pripeton Ritchie

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Tiffany Pripeton Ritchie, CFP®, who also goes by Tiffany Michelle Pripeton, was a registered financial professional .

Tiffany is a previously registered financial professional and started their career in finance in 2012. Tiffany had worked at 1 firm and has passed the Series 65 exam.

Biography


Tiffany graduated Summa Cum Laude from Virginia Tech’s Pamplin School of Business with a B.S. in Business, Finance. At Virginia Tech, she completed the CFP® Board-Registered Program, a Minor in Psychology and an Honors Scholar degree.  In 2012, Tiffany passed her CERTIFIED FINANCIAL PLANNER™ (CFP®) exam and now holds the CFP® designation. Tiffany has been part of the MFC team since 2011, and is committed to MFC’s holistic approach of financial planning and caring for our clients. Life Focus: “When I am not at work, I spend most of my time with my husband, Ross Ritchie. Though we’re both snow skiers, we have very much enjoyed making Charleston our home. We like to explore the outdoors of Charleston, as well as simply spend time together in our home, or work outside on our garden. We are both avid travelers and I believe that there is so much to learn from other people and cultures.”
top-8-questions

Question & Answer


What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Estate Planning
Retirement Planning
Education Planning
Tax Planning
Do you have an area of expertise or specialization?
Estate & Generational Planning...
Medical Professionals
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Women's Financial Planning Iss...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
No

Aliases


Tiffany Michelle Pripeton

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Past

November 13, 2012 - July 2, 2025

MORRIS FINANCIAL CONCEPTS, INC.

RIA
CRD#: 114862
MOUNT PLEASANT, SC

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MF
MORRIS FINANCIAL CONCEPTS, INC.
MORRIS FINANCIAL CONCEPTS, INC. | MORRIS TAX PLANNING, LLC

CRD#: 114862 / SEC#: 801-60830

RIA
Registered Investment Advisory firm - (1/11/2002 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 11/9/2012
Uniform Investment Adviser Law Examination

Current Firm


MF
MORRIS FINANCIAL CONCEPTS, INC.
MORRIS FINANCIAL CONCEPTS, INC. | MORRIS TAX PLANNING, LLC

CRD#: 114862 / SEC#: 801-60830

RIA
Registered Investment Advisory firm - (1/11/2002 Approved)
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Contact information


Main Address
409 Coleman Blvd, Ste 100, Mount Pleasant, SC 29464-5318
Mailing Address
Phone number
(843) 884-6192
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (8 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MFC WRAP BROCHURE 3.31.2025 (3/31/2025)

Regulatory assets under management


Total Number of Accounts929
AUM (Assets Under Management)$ 469,144,238

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
11/20/2025
Cover Page
07/17/2024
08/25/2023
12/20/2022

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MORRIS FINANCIAL CONCEPTS, INC.

CRD#: 114862

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