T.m. Murphy Investment Management, Inc. fees and pricing

Financial planner in San Diego, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 31, 2026, T.m. Murphy Investment Management, Inc. charges $175 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$175/hr
“(7) Clients desiring to have the optional Financial Planning services are charged an additional hourly fee rate of $175 per hour subject to a two-hour minimum. 8”

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

How T.m. Murphy Investment Management, Inc.’s fees compare

  • Its hourly rate of $175 is below the California median of $300. 7% of the 932 other California planners that publish an hourly rate charge less.
  • 5 of the 73 other planners in San Diego that publish an hourly rate charge less.

About T.m. Murphy Investment Management, Inc.

  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 1995 (31 years).

Firm details from Form ADV

How the firm is paid
Hourly fees, percentage of assets under management
Charges a % of assets
Yes
Clients
159
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$36,526,185
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
120132
Phone
(858) 794-8999

Can advise clients in 2 states: California, New York

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