Murray Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
167
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
167
Average account size
$0
About
Murray Financial Group is a solo independent advisory firm that provides financial planning, consulting and referral services to individuals (generally high‑net‑worth), pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. The firm delivers written financial plans and targeted consulting on topics such as tax and cash‑flow analysis, retirement and estate planning.
Rather than acting as a discretionary portfolio manager, the firm evaluates client objectives and refers portfolios to third‑party money managers and platform programs (including wrap and values‑based platforms), and it monitors those managers on an ongoing basis. It also offers values‑based/Biblically Responsible Investing options and can tailor services to plan sponsors, reflecting a consulting emphasis over direct custody or trading.
Distinctive features disclosed in the brochure include an affiliated insurance practice through which the firm’s principal may offer commissionable insurance products, and the firm’s receipt of referral and platform‑level compensation when placing clients with third‑party managers. Unlike most independent advisors, the firm does not typically manage client assets directly or rely primarily on percentage‑of‑AUM billing, and it explicitly provides pension consulting alongside individual planning; the principal’s specialist mutual‑fund and retirement‑income designations are noted as part of the firm’s professional profile.
Client services
Expertise
Fee options
Fixed fees may be quoted for financial planning and consulting based on estimated time to complete engagement.
$0 - $250,000: 1.50% $250,000 - $500,000: 1.35% $500,000 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 1.10% $3,000,000 - $5,000,000: 1.00% $5,000,000+: 0.75%
$250 per hour for financial planning and consulting services.
Account minimum: $250,000 (may be lowered or waived in certain instances) Fee-only: Negotiable hourly rate of $250 for financial planning and consulting; fixed fees may be quoted based on estimated time; 50% of financial planning fees billed in advance.
Main office location
Murray Financial Group, Inc.
50 Carroll Creek Way, Suite 240
Frederick MD 21701, United States
Number of offices
1
Most active in
Maryland
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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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.
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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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