Advisor at Baker Tilly Wealth Management, 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
Baker Tilly Wealth Management, LLC
Location
Minneapolis, MN 55402
Credentials
Series 63, Series 66
Industry experience
12 years
Sarah Murphy is a financial advisor with Baker Tilly Wealth Management, LLC in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at Gradient Securities, RIA Registrar, Kestra Financial, and Assured Retirement Group. She divides her time evenly between Baker Tilly Capital, LLC and Baker Tilly Wealth Management, providing compliance services in addition to advisory work. Baker Tilly Wealth Management, LLC serves individual and high-net-worth clients, families, trusts, pension and profit-sharing plans, and governmental entities, managing approximately $4.6 billion in assets across 21 advisors. The firm employs IPS-driven asset allocation, third-party manager use, alternative investments, and both discretionary and non-discretionary portfolio management tailored to client needs.
Based on Baker Tilly Wealth Management, LLC
Based on Baker Tilly Wealth Management, LLC
Negotiated fixed fees for investment consulting and pension consulting services; pension consulting plans range from $500 to $130,000 depending on size and complexity
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.65% Over $10,000,000+: 0.55%
Hourly fees typically range from $250 to $725 per hour for investment consulting; $125 to $725 per hour for pension consulting; BTIS hourly rates from $110 to $525 per hour depending on role
Account minimum: $1,500 minimum fee for written financial plans and pension consulting services; no stated general minimum investment for portfolio or consulting clients Minimum fee: Minimum fee of $1,500 for written financial plans and pension consulting services
225 S Sixth Street, Suite 2300
Minneapolis, MN 55402
Minnesota
Baker Tilly Wealth Management, LLC
2024 - Present (2 years)
Baker Tilly Advisory Group, LP
2022 - Present (4 years)
Baker Tilly Capital, LLC
2022 - Present (4 years)
Gradient Securities, LLC
2021 - 2022 (1 year)
RIA Registrar, LLC
2019 - 2022 (3 years)
Kestra Financial, Inc
2017 - 2019 (2 years)
Assured Retirement Group
2015 - 2017 (2 years)
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Is 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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Verified by Warmer
Series 63, Series 66
White Bear, MN
Greenup Wealth
Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.
Series 63, Series 65
Plymouth, MN
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CFA®
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Series 63, Series 65
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CFP®, Series 63
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Series 65
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