Advisor at Murray Financial Services, Inc.
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Firm
Murray Financial Services, Inc.
Location
Chico, CA 95973
Credentials
Series 65
Industry experience
< 1 year
Gannon Agnew is a financial advisor at Murray Financial Services, Inc. based in Chico, CA. He holds a Series 65 designation and has been with the firm since 2023. Outside of his advisory role, he has experience working with Almendra Winery & Distillery and has been involved with educational institutions including UC Berkeley and local schools. Murray Financial Services provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, corporations, non-profits, and employee benefit plans. The firm emphasizes asset allocation using mutual funds, primarily Dimensional Funds, and manages accounts on a discretionary basis with a focus on tax-efficient strategies.
Based on Murray Financial Services, Inc.
Financial planning fees may be fixed fees, negotiated per client
$0 - $149,999.99: 1.35% $150,000 - $249,999.99: 1.25% $250,000 - $499,999.99: 1.20% $500,000 - $749,999.99: 1.15% $750,000 - $999,999.99: 1.10% $1,000,000 - $2,999,999.99: 1.00% $3,000,000 - $4,999,999.99: 0.90% $5,000,000 - $9,999,999.99: 0.85% $10,000,000+: Negotiable
Owner is a separately licensed insurance agent receiving commissions on insurance products sold; commissions are separate from advisory fees
Hourly fees for financial planning and consulting services, specifics negotiated per client
Fee-only: Financial Planning fees charged as fixed fees or hourly fees; hourly fees and fixed fees negotiated per client; pension consulting fees 0.50% - 1.00% of plan assets, negotiable
140 Yellowstone Drive, Suite 100
Chico, CA 95973
California
Murray Financial Services, Inc.
2025 - Present (1 year)
Murray Financial Services, Inc.
2025 - Present (1 year)
UC Berkeley; Lake Tahoe CC
2024 - Present (2 years)
Murray Financial Services, Inc.
2023 - 2023 (1 year)
Almendra Winery & Distillery
2022 - 2022 (1 year)
University Of California, Berkeley
2020 - 2024 (4 years)
University Of California, Berkeley
2020 - 2024 (4 years)
PDQ Market & Deli
2019 - 2020 (1 year)
Chico Senior High School
2016 - 2020 (4 years)
Chico Youth Soccer League
2016 - 2017 (1 year)
Chico Junior High School
2015 - 2016 (1 year)
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.
Series 65
Chico, CA
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CFP®, Series 66
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Waller Financial Coaching
Series 63, Series 66
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Murray Financial Services, Inc.
CFP®, Series 66
Chico, CA
The O'Donnell Group
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