Murphy Wealth Management Group fees and pricing
Financial planner in Fishkill, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 6, 2026, Murphy Wealth Management Group charges a flat or project fee of $1,000-$2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$2,000
“Fixed fees range from $1,000 to $2,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Murphy Wealth Management Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The firm’s annual investment advisory fee shall be based upon a percentage (%) of the market value and type of assets placed under the firm’s management to be charged quarterly in advance.”
- “All other fees and expenses charged by LPL Financial will be billed directly to the client’s account by LPL Financial.”
- “If the advisory agreement is terminated before the end of the quarterly period, client is entitled to a pro-rated refund of any pre-paid quarterly advisory fee based on the number of days remaining in the quarter after the termination date.”
How Murphy Wealth Management Group’s fees compare
- Its flat or project fee of $1,000-$2,000 is below the New York median of $4,500. 15% of the 251 other New York planners that publish a flat or project fee charge less.
About Murphy Wealth Management Group
“Murphy Wealth Management Group provides fee-based investment advisory services and financial planning services primarily to individual clients and high-net worth individuals.”
- Firm size: 6 employees.
- Founded: 1991 (35 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Minimum
- $500,000 in assets (stated in brochure)
- Clients
- 367
- Employees
- 6
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $251,868,217
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 277161
- Phone
- (845) 226-1200
Can advise clients in 9 states: Connecticut, Florida, Georgia, Massachusetts, North Carolina, New Hampshire, New York, South Carolina, Virginia
Other planners in Fishkill that publish fees
- FSC Wealth Advisors, LLCFishkill$275/hr
- 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
- Abaya Wealth Management LLCBuffalo$2,000-$5,000
- Abby Advisors LLCDobbs Ferry$250/hr, $500
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- About Time Financial PlanningRochester$1,000-$2,000, $700-$3,200/qtr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.