Advisor at Murray Financial Services, Inc.
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
Murray Financial Services, Inc.
Location
Chico, CA 95973
Credentials
Series 63, Series 66
Industry experience
32 years
Kevin Murray is a financial advisor with Murray Financial Services, Inc. in Chico, CA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked with LPL Financial, LLC since 2006 and founded Murray Financial Services in 2015. Outside his advisory work, he is a licensed insurance agent involved in selling fixed insurance products including life, long-term care, and term insurance. 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 primarily Dimensional Funds mutual funds and manages accounts on a discretionary basis with a focus on tax-efficient strategies and regular rebalancing.
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
Chico, CA 95973
California · Texas
Murray Financial Services
2015 - Present (11 years)
LPL FInancial, LLC
2006 - Present (20 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.
Series 65
Chico, CA
JML Investments LLC
CFP®, Series 66
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The O'Donnell Group
Series 65
Chico, CA
Murray Financial Services, Inc.
Series 65
Chico, CA
Spelts Wealth Management, Inc.
CFP®, Series 66
Chico, CA
Waller Financial Coaching
CFP®, Series 66
Chico, CA
The O'Donnell Group
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