M
Murray Financial Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$65,100,000
Total clients
52
40% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
52
Average account size
$1,251,923
About
Murray Financial Advisors, LLC serves individuals, families, trusts, estates and small businesses with personalized financial planning, investment management, tax preparation, and consulting services. The firm operates on a fee-only basis and manages approximately $50.4 million in discretionary assets for about 52 client households.
The firm uses a customized, strategic asset allocation approach that combines actively managed and passive mutual funds, exchange-traded funds, and selective individual equities rather than model portfolios, and it conducts at least quarterly reviews and ongoing monitoring. Investment analysis draws on fundamental, technical, and cyclical methods and third‑party research (for example Morningstar), and the adviser generally implements strategies on a discretionary basis with client‑approved custodians.
A distinctive feature is that the principal holds both CFP® and CPA credentials and the firm provides income tax preparation and tax‑planning services alongside investment advice, a combination that is less common among peers. The firm also emphasizes individualized written analyses and correspondence as the record of advice and maintains policies (e.g., fee‑only compensation, no proxy voting) that shape how it works with a small client base.
Client services
Financial planning
Portfolio management
Consulting services
Expertise
General tax planning
General estate planning guidance
Retirement income strategy
Cash flow / budgeting
Wealth management
Fee options
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.
Main office location
Murray Financial Advisors LLC
272 Middlesex Road
Tyngsboro MA 01879, United States
Number of offices
1
Most active in
Murray Financial Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
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:
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.
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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.
Forms ADV
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