Murray Investment Management, LLC fees and pricing

Financial planner in Houston, Texas. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 5, 2026, Murray Investment Management, LLC charges $150⁠-⁠$200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150⁠-⁠$200/hr; “Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $150 and $200.”

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

“Fees are paid quarterly in arrears, and clients may terminate their accounts with thirty days’ written notice.”
“Because fees are charged in arrears, no refund policy is necessary.”
“Fees for assets that are deposited during a quarterly billing cycle will be prorated, and no fees will be charged on assets that are disbursed from accounts prior to quarter-end.”

Its hourly rate of $150-$200 is below the Texas median of $275. 11% of the 468 other Texas planners that publish an hourly rate charge less.
8 of the 67 other planners in Houston that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 43
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed: $159,141,962
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 146921
Website: murrayinvestment.com (opens in new tab)
Phone: (713) 850-7444

Is something on this page wrong or out of date?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.