Murphy Wealth Management Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$251,868,217
Total clients
367
22% high-net worth
Total advisors
3
of 6 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
122
Average account size
$686,289
About
Murphy Wealth Management Group provides fee-based, discretionary investment management and financial planning primarily for individual and high‑net‑worth clients, managing roughly $252 million in client assets across three advisors. Services include ongoing portfolio management through a custodial Strategic Wealth Management account at LPL Financial, plus hourly or fixed‑fee consulting and written financial plans.
Portfolios are tailored to each client’s objectives and reviewed on a regular basis, with the firm using a mix of fundamental and technical analysis alongside Modern Portfolio Theory to construct and rebalance allocations. Advisors typically manage accounts on a discretionary basis, permit reasonable client‑imposed restrictions, and deliver periodic reporting and annual reviews.
Distinctive aspects disclosed in the brochure include an affiliated tax‑preparation company to which clients are referred (with occasional fee waivers in limited cases), and the firm’s offering of nationally accredited, non‑credit retirement education courses on a pro‑bono basis at college campuses as a prospecting activity. The firm also discloses that its advisors are registered representatives and insurance agents who receive platform support, awards and small equity grants from its custodian, and it describes policies it uses to address the resulting conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for consulting services range from $1,000 to $2,000; fees negotiable
$500,000 - $699,999: 1.25% $700,000 - $1,199,999: 1.10% $1,200,000 - $1,999,999: 0.95% $2,000,000 - $2,999,999: 0.85% $3,000,000 - $4,999,999: 0.70% $5,000,000+: Negotiable
Clients may purchase investment products through LPL Financial on a commission basis; firm does not charge advisory fee in addition to commissions when products are purchased on commission basis
Hourly consulting services with maximum hourly fee not exceeding $1,000
Account minimum: $500,000 generally required for asset management services; lower minimums permitted in certain instances Minimum fee: Minimum fee for financial planning services generally $1,000 Fee-only: Fees charged on financial planning and consulting services on hourly or fixed fee basis; maximum hourly fee $1,000; fixed fees range from $1,000 to $2,000; negotiable fees
Main office location
Murphy Wealth Management Group
60 Merritt Blvd., Suite 106
Fishkill NY 12524, United States
Number of offices
1
Most active in
Connecticut · Florida · Georgia · Massachusetts · New Hampshire · New York · North Carolina · South Carolina · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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