Advisor at OpenArc Corporate Advisory, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
OpenArc Corporate Advisory, LLC
Location
Atlanta, GA 30326
Credentials
Series 63, Series 66
Industry experience
10 years
Courtney Murphy Mesa is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill and Fidelity in various advisory roles. OpenArc Corporate Advisory, LLC provides investment management and retirement-plan services to pooled and institutional clients, as well as wealth management and financial planning for individual investors. The firm serves both ERISA and non-ERISA plans and manages portfolios across public and private securities using a combination of in-house asset allocation, third-party managers, and technology platforms.
Based on OpenArc Corporate Advisory, LLC
Based on OpenArc Corporate Advisory, LLC
Flat fees range from $1,500 to $10,000 for financial planning and consulting services
Up to 1.75% annually (maximum, negotiable)
Up to $350 per hour for financial planning and consulting services
Fee-only: Hourly fees up to $350 per hour; flat fees range from $1,500 to $10,000 for financial planning and consulting services
3550 Peachtree Road Ne, Floor 7
Atlanta, GA 30326
Georgia
OpenArc Corporate Advisory, LLC
2025 - Present (1 year)
Merrill
2020 - 2025 (5 years)
FIDELITY Personal and Workplace Advisors
2018 - 2020 (2 years)
Fidelity Brokerage services, LLC
2015 - 2020 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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