Advisor at Advisory Services Network
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
Advisory Services Network
Location
Leominster, MA 01453
Credentials
CFP®
Industry experience
31 years
Darlene Murphy is a CFP® professional with 31 years of industry experience. She is currently affiliated with Advisory Services Network and is the owner and President of Reagan & Company, PC, a CPA firm providing public accounting services. Murphy co-founded Wellesley Asset Management, Inc. in 1991 but no longer has an active role in that firm. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting with a range of strategies and implementation options tailored to client objectives.
Based on Advisory Services Network
Based on Advisory Services Network
Fixed fees for financial planning and investment consulting services range from $1,000 to $40,000 per plan or service.
$0 - $500,000: 2.25% $500,001 - $2,000,000: 1.75% $2,000,001 - $5,000,000: 1.50% $5,000,001+: 1.25%
IARs may receive commissions from securities transactions, insurance product sales, and futures/commodities transactions in their separate capacities as broker-dealer registered representatives or insurance agents.
Financial planning and investment consulting hourly fees range from $150 to $400 per hour.
Monthly subscription fee-based advice service ranging from $35 to $250 per month.
Account minimum: $25,000 Fee-only: Portfolio management fees charged on a tiered or floating flat schedule, negotiable; Financial planning fees charged hourly ($150 - $400/hour) or fixed fee ($1,000 - $40,000 per plan); Investment consulting fees charged hourly ($150 - $400/hour), fixed fee ($1,000 - $40,000 per service), or monthly subscription fee ($35 - $250 per month); Retirement plan consulting fees charged as fixed fee or asset-based up to 1.50% annually.
98 Adams Street, Suite 101
Leominster, MA 01453
Massachusetts
Advisory Services Network
2025 - Present (1 year)
Reagan & Company, PC
2022 - Present (4 years)
Coachworth, LLC
2020 - 2022 (2 years)
Wellesley Investment Advisors
1991 - 2021 (30 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
CFP®, ChFC®
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I help busy parents get organized and feel confident with careful, smart, and custom advice so that you can enjoy life now and grow your money for the future. I work closely with only a small number of clients to provide year-round financial planning and wealth management. Together, we define your goals and implement a plan to reach them successfully. I am not like any other advisor: ☑️ I focus on you: your time, energy, dreams, and goals. Not your portfolio. ☑️ I work with parents with kids still at home, so I understand your situation. ☑️ I only work with a small number of clients, so that I am available for email and phone calls when something comes up and you need me. ☑️ I monitor your financial plan, your net worth, savings goals, tax planning opportunities and more, to ensure that you stay on track throughout the year. ☑️ I provide year-round financial planning, sending you updates on your plan and important action items just when you need them. ☑️ I do not charge based on your net worth, or assets invested with me and have no minimums fees. 100% of my income comes from my clients, so whom do you think I work for? By creating important habits, setting the correct path, and giving year-round support, together we ensure your successful financial future. Schedule a friendly conversation to feel the difference today. When I’m not helping people achieve their wildest dreams, I love chatting about technology, start-ups, finances, markets, running, spiritual well-being, and many other topics. Gaining and sharing knowledge with friends brings me endless joy.
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