Russell Allan Murphy

Advisor at Iron Gate Global Advisors — North Salt Lake, UT

Updated today

Credentials

CFP®, Series 66

Experience

4 years

Location

North Salt Lake, UT 84054

Iron Gate Global Advisors logo

Iron Gate Global Advisors

Team

Total advisors

8

Clients per advisor

220 Very High

Avg AUM per client

$627,209 Low

HNW client ratio

30% Typical

About

Russell Murphy is an Investment Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served as a Planning Consultant at Fidelity Investments from 2023 to 2024, and as a Relationship Manager at the same company from 2022 to 2023.

In his professional capacity, Russell focuses on working closely with clients to understand their unique financial goals and to develop personalized financial plans that clients can comprehend and trust. He emphasizes partnership with clients and their families to assist them in navigating their financial journeys.

Outside of his professional life, Russell enjoys board games, football, hiking, reading, and running.

Client services

Based on Iron Gate Global Advisors

Financial planning Portfolio management

Expertise

Wealth management

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Fee options

Fixed

Financial planning fees range from $1,000 to $5,000; Retirement Plan Consulting may charge flat fees based on engagement.

Project-based

Hourly fees may be charged for Retirement Plan Consulting services on a case-by-case basis.

Other

Account minimum: $250,000

Location

North Salt Lake, UT

960 North 400 East

North Salt Lake UT 84054

Advisors at this office

8

Most active in

Utah

Work history

4 years of industry experience

Iron Gate Global Advisors

2026 - Present • 1 year

Salt Lake City, UT

Fidelity Investments

2025 - 2026 • 1 year

Boston, MA

Fidelity Investments

2021 - 2026 • 5 years

American Fork, UT

TextMyGov

2021 - 2021 • 1 year

Logan, UT

Integra Financial Services

2015 - 2021 • 6 years

Logan, UT

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

David F

CFP®, Series 63, Series 65

Farmington, UT

David Russell Fjeldsted

David Fjeldsted is the sole advisor at David Russell Fjeldsted, an independent firm based in Farmington, Utah. He holds the CFP® designation along with Series 63 and 65 licenses and has 32 years of industry experience. In addition to his advisory role, he is a licensed life insurance agent and real estate broker, actively managing multiple real estate holdings and dedicating a significant portion of his time to property management and development. The firm offers personalized financial planning and investment management services to individuals, plans, trusts, and small businesses, with an investment approach that combines strategic asset allocation using both passive and active funds and global diversification to manage market risk.

General retirement planning General tax planning Income planning Annuities
user avatar

Michael M

Series 66

Bountiful, UT

Safe Bay Retirement Advisors

Michael Mysker is the sole advisor at Safe Bay Retirement Advisors and holds a Series 66 designation with 23 years of industry experience. He has led Safe Bay Retirement Advisors since 2011. Outside of his advisory role, he is involved in insurance sales. Safe Bay Retirement Advisors serves individual and high-net-worth clients, as well as some corporations and business entities, providing discretionary portfolio management and financial planning covering retirement, tax, college, estate, and business-continuity topics. The firm manages approximately $12 million in assets and employs a combination of fundamental, technical, charting, and cyclical analysis, including active short-term trading and options strategies.

Options & derivatives strategies College savings (529s, UTMA, etc.) Business ownership considerations Business succession planning General retirement planning Founder/Business Owner
user avatar

Zachary L

Series 63, Series 65

Salt Lake City, UT

Leander Wealth Management LLC

Zachary Leander is the principal of Leander Wealth Management LLC in Salt Lake City, Utah, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior experience includes roles at Raymond James Financial Services, Tastytrade, and Equitable Distributors. He is also involved with Highpoint Wealth Management, Inc. in a non-investment capacity. Leander Wealth Management provides discretionary investment management to individuals and high-net-worth clients with customized portfolios that include individual stocks, ETFs (including cryptocurrency ETFs), options, bonds, and mutual funds. The firm employs fundamental, technical, and charting analysis with a long-term orientation, managing accounts directly and allowing for reasonable client-imposed investment restrictions.

Options & derivatives strategies ESG / Sustainable investing Concentrated stock management
user avatar

Blake W

Series 63, Series 65

Salt Lake City, UT

Deseret Point Partners LLC

Blake Wilkinson is a financial advisor with Deseret Point Partners LLC in Salt Lake City, Utah. He holds Series 63 and Series 65 designations and has five years of industry experience. His prior work includes roles at Pacific Capital and Goldman Sachs and Company. Deseret Point Partners LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a Modern Portfolio Theory-based investment approach with primarily ETF allocations across multiple asset classes, offering both passive and active strategies, as well as retirement plan consulting and discretionary management.

Wealth management Retirement income strategy
user avatar

Andrew M

Series 65

Millcreek, UT

Affinity Financial, LLC

Andrew Mitchell is a financial advisor at Affinity Financial, LLC in Millcreek, Utah, holding a Series 65 designation with five years of industry experience. Prior to his current role, he worked at the Legal Aid Society, Utah Attorney General’s office, Clarior Law, the Utah Supreme Court, and Mitchell & Associates. He maintains a small legal practice alongside his advisory work. Affinity Financial primarily serves business and pooled or institutional clients, including retirement and profit-sharing plans. The firm provides portfolio management, retirement plan setup and record-keeping, comprehensive financial planning, and tax/accounting consulting, often leaving trade authority with clients and employing both fundamental and technical analysis in its investment approach.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.) General tax planning Founder/Business Owner
user avatar

Troy K

CFP®, PFS™, Series 65

Salt Lake City, UT

Veritas Wealth Management, LLC

Troy Knighton is a CFP®, PFS™, and Series 65-licensed advisor with 13 years of industry experience. He is the principal of Veritas Wealth Management, LLC, an independent firm based in Salt Lake City, UT, and has been a partner at Knighton, Erb & Company, LLC, an accounting firm, since 2012. Veritas Wealth Management serves individuals, trusts, charitable organizations, small businesses, and qualified retirement plans, providing discretionary portfolio management, financial planning, and employee benefit advisory services. The firm employs a long-term investment approach grounded in Modern Portfolio Theory, utilizing broadly diversified, primarily passive allocations with no-load mutual funds and ETFs.

Annuities College savings (529s, UTMA, etc.)
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