M
Muhr Advisory Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$55,131,004
Total clients
185
23% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
185
Average account size
$298,005
About
Muhr Advisory Group is an independent advisory firm that provides financial planning, investment supervisory services, consultations, and periodic special reports to individuals, retirement plans, trusts, estates and business clients. The firm advises on cash flow, college, retirement, tax and estate planning and also offers tax preparation as a separate business activity; it manages approximately $55.1 million in client assets across roughly 142 relationships.
The firm describes its core investment approach as an integrated asset allocation process that combines economic expectations with client risk tolerance and documents objectives in written investment policy statements. Portfolios are typically implemented with no-load mutual funds and ETFs through discount brokerages, and the firm operates with both discretionary and non-discretionary arrangements (about $43.0M discretionary and $12.1M non-discretionary), placing trades under limited trading authorization with client consent.
Notable operational distinctions in the brochure include an explicit statement that the firm operates as fee-only and is not affiliated with broker-dealers or product-selling entities, while simultaneously disclosing an ongoing tax preparation practice that generates additional compensation. The firm also notes limited availability of IPOs, that it does not provide proprietary performance reports to clients, and that it maintains a formal business continuity and information-security program, which together differentiate its service and operational profile from many peers.
Client services
Portfolio management
Expertise
General retirement planning
General tax planning
College savings (529s, UTMA, etc.)
Fee options
Financial plan fees range from $100 to $1,200, negotiable
Maximum 1% annually; NEGOTIABLE; no minimum annual fee
Hourly planning engagements at $100 per hour
Minimum fee: No minimum annual fee for Advisory Service Agreement; fees are negotiable Fee-only: Financial planning fees range from $100 to $1,200; hourly planning rate $100/hour; fees are negotiable
Main office location
Muhr Advisory Group
6200 Center Street, Suite 240
Clayton CA 94517, United States
Number of offices
2
Most active in
Muhr Advisory Group has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory 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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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