Advisor at Brady Martz Wealth Solutions, 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
Brady Martz Wealth Solutions, LLC
Location
Grand Forks, ND 58201
Credentials
Series 66
Industry experience
15 years
Monica Murphy is a Series 66 credentialed financial advisor with 15 years of industry experience. She is currently with Brady Martz Wealth Solutions, LLC and has previously worked at Avantax Investment Services, Avantax Planning Partners, Proequities, and Starion Financial. Outside of her advisory role, she coaches and officiates a recreational adult volleyball league through Bismarck Parks and Recreation. Brady Martz Wealth Solutions provides discretionary investment management and comprehensive financial planning to individuals, trusts, businesses, and qualified retirement plans. The firm emphasizes passive, asset-class diversification and a buy-and-hold strategy, supported by model portfolios and research partnerships, and operates as a subsidiary of an accounting firm to offer coordinated services across tax, insurance, and investment disciplines.
Based on Brady Martz Wealth Solutions, LLC
Based on Brady Martz Wealth Solutions, LLC
Financial planning fixed fees up to $10,000, based on estimate of hours needed
$0+: Investment Management Services: tiered based on total assets under management, but exact tiers not explicitly listed in brochure; fees are negotiable. $0 - $1,000,000: Employee Benefit Retirement Plan Services: BMWS fee 0.70%, FPAS fee 0.20%, Total 0.90% $1,000,001 - $5,000,000: BMWS fee 0.45%, FPAS fee 0.15%, Total 0.60% $5,000,001 - $10,000,000: BMWS fee 0.25%, FPAS fee 0.08%, Total 0.33% $10,000,001+: BMWS fee 0.15%, FPAS fee 0.05%, Total 0.20%
Some employees are licensed insurance agents and may receive commissions for insurance product transactions, but not obligatory for clients
Financial planning hourly rates range from $200 to $300 per hour
Minimum fee: $2,000 minimum for financial planning services Fee-only: Financial planning fees charged separately on project, fixed rate or hourly basis
401 Demers Ave, Ste 300
Grand Forks, ND 58201
North Dakota
Brady Martz Wealth Solutions, LLC
2024 - Present (2 years)
Avantax Investment Services, INC.
2020 - 2024 (4 years)
Avantax Planning Partners Inc
2016 - 2024 (8 years)
Proequities
2016 - 2020 (4 years)
Starion Financial
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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
Grand Forks, ND
Blake Wealth Strategies
Series 65
Grand Forks, ND
21st Financial
CFP®, Series 63, Series 65
Grand Forks, ND
Johnson Wealth Management, LLC
Series 65
Grand Forks, ND
Johnson Wealth Management, LLC
Series 63, Series 65
Grand Forks, ND
Brady Martz Wealth Solutions, LLC
Series 66
Grand Forks, ND
Brady Martz Wealth Solutions, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")