Advisor at Murray Financial Advisors 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
Murray Financial Advisors LLC
Location
North Chelmsford, MA
Credentials
Series 66
Industry experience
23 years
Rhonda Murray is the principal of Murray Financial Advisors LLC in North Chelmsford, MA, with 23 years of industry experience. She holds the Series 66 designation and has led her firm since 2002. Murray Financial Advisors serves individuals, families, trusts, estates, and small businesses with financial planning, investment management, tax preparation, and consulting services. The firm uses a customized strategic asset allocation approach combining actively managed and passive funds, ETFs, and select individual equities, managing approximately $50.4 million in discretionary assets for about 52 client households.
Based on Murray Financial Advisors LLC
Based on Murray Financial Advisors LLC
Fixed fees for financial planning and consulting services typically range from $1,000 to $30,000.
$0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.75% $2,500,001+: 0.50%
Hourly rates from $200 to $400 per hour for financial planning and consulting services.
Fee-only: Financial planning fixed fees typically range from $1,000 to $30,000; hourly rates range from $200 to $400 per hour.
North Chelmsford, MA
Massachusetts
Murray Financial Advisors LLC
2002 - Present (24 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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 63, Series 65
Chelmsford, MA
Value Financial Services Corp.
Series 65
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Carlisle Financial Group, LLC
Series 63, Series 65
Tewksbury, MA
Capital Wealth Management
CFP®, ChFC®, Series 66
Andover, MA
Zen Financial Planning, LLC
CFP®, ChFC®
Harvard, MA
Morton Financial Advice LLC
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.
Series 65
Nashua, NH
Nashua Capital Management LLC
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