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
Other planners in San Diego that publish fees
- 401 FinancialSan Diego$250/hr, $500
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
- Abundance PathwaysSan Diego$75/hr, $2,500
- Ac3 CapitalSan Diego$100/hr, $500-$2,000
- AdviceonlySan Diego$50-$600/hr, Up to $10,000
- Ariston Services Group, LLCSan Diego$250-$350/hr, $500-$25,000
Is something on this page wrong or out of date?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.