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Sean Joseph Murphy

Advisor at GWN Securities Inc. — Rolling Hills Estates, CA

Updated today

Credentials

CFP®, Series 66

Experience

4 years

Location

Rolling Hills Estates, CA 90274

GWN Securities Inc. logo

GWN Securities Inc.

Enterprise

Total advisors

447

Across 213 offices

Clients per advisor

84 High

Avg AUM per client

$125,430 Very Low

HNW client ratio

6% Low

About

Sean Murphy is a CFP® with three years of industry experience, currently serving as a financial advisor at GWN Securities Inc. He has held concurrent roles at Envision Financial Group, Inc. since 2022 and previously worked with The Salvation Army. Murphy is also the Vice President of The Pension Geeks, a retirement and pension planning firm focused on serving K-12 school employees. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth investors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with a range of traditional and legacy investment strategies.

Client services

Based on GWN Securities Inc.

Financial planning Portfolio management Selection of other advisers Market timing

Expertise

Based on GWN Securities Inc.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies

Occupation focus

Based on GWN Securities Inc.

Founder/Business Owner

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Fee options

Fixed

Flat financial planning or consulting fees available, negotiated case-by-case

Percentage

$0 - $250,000: 1.50% (GWN Managed Account Program, blended tier example) $250,000 - $500,000: 1.25% (GWN Managed Account Program, blended tier example) $500,000 - $1,000,000: 1.00% (GWN Managed Account Program, blended tier example) $1,000,000 - > $1,000,000: 0.50% (GWN Managed Account Program, blended tier example) $0 - $250,000: 2.00% (max for Total Access Program, with blended tiers below) $0 - $250,000: 2.00% (GWN Total Access Program maximum annual fee tier) $250,000 - $1,000,000: varies by tier descending to 0.60% for assets over $10M in Total Access Program $0 - $249,999.99: 1.30% (Tier I Money by Design Platinum Advisory Program) $250,000 - $749,999.99: 1.05% (Tier I Money by Design Platinum Advisory Program) $750,000+: 0.80% (Tier I Money by Design Platinum Advisory Program) $0 - $249,999.99: 1.40% (Tier II Money by Design Platinum Advisory Program) $250,000 - $749,999.99: 1.20% (Tier II Money by Design Platinum Advisory Program) $750,000+: 0.95% (Tier II Money by Design Platinum Advisory Program)

Commissions

Commissions earned on legacy accounts with new deposits; insurance commissions earned by affiliated insurance agents; separate and in addition to advisory fees

Project-based

Hourly fees for financial consulting/planning services; negotiated based on scope and complexity

Other

Account minimum: $2,000 minimum for qualified accounts; $10,000 minimum for non-qualified accounts; some programs have higher minimums (e.g., $25,000 for Platinum Program) Minimum fee: Platform Fee minimum annual fees range from $25 to $65 depending on program; Money by Design Platinum Program has a flat $600 annual fee for grandfathered accounts Fee-only: Financial consulting and financial planning services offered at hourly rates or fixed fees (negotiable, details in agreements)

Location

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Rolling Hills Estates, CA

777 Silver Spur Road, Suite 213

Rolling Hills Estates CA 90274

Advisors at this office

2

Most active in

California

Work history

4 years of industry experience

GWN SECURITIES, Inc.

2022 - Present • 4 years

Palm Beach Gardens, FL

Envision Financial Group, Inc.

2022 - Present • 4 years

Rolling Hills Estates, CA

The Salvation Army

2021 - 2022 • 1 year

Rancho Palos Verdes, CA

Student

2011 - 2021 • 10 years

Rancho Palos Verdes, CA

Disclosures

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

Business activities & affiliations

Marie T

CFP®

Hawthorne, CA

Modern Assets, LLC

I'm Marie Thomasson, CFP®, and I built Mothered to offer financial planning for women so that money supports your human experience instead of dictating it. My clients carry a lot of labels: wife, divorcee, widow, mother, daughter, or single. At Mothered, you’re more than any of them. Whether you’re planning for the next three generations or “just” yourself, we support your needs and desires fully, without judgment, and with the care you deserve. You’ve carried the weight financially and emotionally, whether you’re in the midst of figuring out the moving parts or in a place to stop and get organized. Let Mothered share the load by caring for your finances like a mother would. Mothered keeps a small client load to give each person depth of care and attention. My job is to collaborate with you to build a framework that nurtures your financial empowerment so that your will outshines the pull of fear. My clients often bring me problems that aren’t financial, and I organize a financial gameplan to dispel the fear at the root of the issue. Mothered’s services transmute your emotional responses to money so you can use it as the tool for the life you want: a life of art and culture, hotels with robes, travel, and care for your loved ones and community. Money gets to be a resource for connection and expression as well as freedom from want and security from fear. Wild, worldly matriarchs and childless cat ladies, please apply.

Inherited wealth Founder/Business Owner Intergenerational Families Women's Finance Gen X (Born 1965-1980)
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George B

CFA®

Palos Verdes Estates, CA

Confido Capital, LLC

Brad Boyd, CFA, is founder and CIO of Confido Capital, LLC. He helps individuals, families and business owners build portfolios around their income needs, long-term goals and tolerance for risk. He brings 20+ years of investment-industry experience, with expertise in fixed income, income strategies, multi-asset investing, portfolio construction and risk management. Before founding Confido, Brad held executive and portfolio management roles at Oaktree and Payden & Rygel. Today, he combines that experience with personal, approachable investment management and wealth advisory, with a focus on the South Bay of Los Angeles.

Private / alternative investments Options & derivatives strategies Active portfolio management
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Jeffrey M

Series 65, Series 66

Downey, CA

Kodiak Capital Advisors LLC

Jeffrey Mansell is a financial advisor with Kodiak Capital Advisors LLC, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. His prior work includes roles at National Planning Corporation and Edward Jones. Kodiak Capital Advisors LLC provides discretionary portfolio management to individuals and high-net-worth clients, focusing on customized investment policies and ongoing portfolio supervision. The firm’s investment approach emphasizes fundamental analysis and may include small- and medium-cap securities, bonds, ETFs, and options strategies.

Active portfolio management
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Linda W

CFP®, Series 63, Series 65

Long Beach, CA

Linda A. Walker, CFP

Linda Walker is a Certified Financial Planner® with 46 years of industry experience. She has served as principal of her independent firm, Linda A. Walker, CFP, since 1996 and has also been affiliated with LPL Financial since 1991. Her outside activities include limited involvement in non-variable insurance related to long-term care. Her firm provides financial planning and consulting services to a small client base, focusing on retirement, education, tax, and budgeting projections. The firm offers non-discretionary, fee-for-service advice emphasizing asset allocation using Morningstar tools and a combination of fundamental, technical, and cyclical analysis.

General retirement planning Income planning Cash flow / budgeting
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Jeffrey B

CFA®, Series 63, Series 65

Hermosa Beach, CA

Cove Street Capital, LLC

Jeffrey Bronchick is a CFA® charterholder and principal at Cove Street Capital, LLC, where he has worked since 2011. He holds Series 63 and Series 65 licenses. Cove Street Capital is an independent advisory firm that offers discretionary portfolio management to individuals, institutions, and various organizations. The firm uses a research-driven, value-oriented approach focusing on undervalued small- and micro-cap stocks through fundamental analysis and systematic screening.

Active portfolio management Concentrated stock management Private / alternative investments Real estate investing
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James R

CFP®, Series 63

Rancho Palos Verdes, CA

Reeves, James, Townsend

James Reeves is a CFP® with 34 years of industry experience. He has worked at Reeves, James, Townsend since 2020 and previously spent 16 years at Securities Service Network, LLC and SSN Advisory, Inc. The firm provides non-discretionary asset management and financial planning to individuals, trusts, estates, and business entities, maintaining a small client roster with roughly $17 million in assets under management. Investment advice is delivered on a non-discretionary basis, with a focus on fundamental analysis, client approval for trades, and regular account reviews.

Options & derivatives strategies Tax-loss harvesting Wealth management
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