Jeremy Morris
Co-founder and financial advisor at Five Pine Wealth Management, a fee-only RIA in Coeur d'Alene, Idaho, who scaled the firm from zero clients to nearly $200M AUM through persistent outreach and aggressive marketing reinvestment.
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Jan 30, 2026 • 32min
$10K Per Month on Marketing: How Two Advisors Grew from Zero to $200M in 8 Years with Jeremy Morris
Jeremy Morris, co-founder of Five Pine Wealth Management who scaled a fee-only RIA to nearly $200M AUM, tells the story of launching in a new city with zero clients. He discusses relentless follow-up, reinvesting revenue aggressively into digital ads, testing marketing channels, shifting from paid traffic to content-driven organic growth, and building an email list to lower ad reliance.
