Murphy & Sylvest fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$24,000

“Depending upon the complexity of the situation and the needs of the client, the rate for financial planning is between $500 and $24,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Murphy & Sylvest bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Third-party managers may charge additional fees which will be disclosed and agreed to in writing, in advance. 5 Advisory fees are withdrawn directly from the client’s accounts with client written authorization.”
• “Fees are paid in advance but never more than six months in advance.”
• “Fees that are charged in advance will be refunded based on the prorated amount of work completed at the point of termination.”

How Murphy & Sylvest’s fees compare

• Its flat or project fee of $500-$24,000 spans the Texas median of $3,850. 87% of the 401 other Texas planners that publish a flat or project fee charge less.
• 46 of the 51 other planners in Dallas that publish a flat or project fee charge less.

About Murphy & Sylvest

• Firm size: 8 employees.
• Registered as an adviser: 2018 (8 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

427

Employees

8

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, newsletters and publications, and educational seminars and workshops

Assets managed

$425,702,961

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

165130

Website

linkedin.com/company/3192403 (opens in new tab)

Phone

(214) 373-8362

Can advise clients in 10 states: California, Colorado, Florida, Illinois, Louisiana, North Carolina, Oregon, Tennessee, Texas, Virginia

Other planners in Dallas that publish fees

• Aci Wealth AdvisorsDallas$250/hr
• Advisor Resource CouncilDallas$100⁠-⁠$500/hr, $50⁠-⁠$15,000
• AfroblocDallas$300/hr
• Algotech Financial LLCDallas$3,000
• Applewhite & Buys Financial AdvisorsDallas$250/hr, $6,000
• Artham AdvisorsDallas$350/hr, $500⁠-⁠$2,500

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