Murphy Wealth Management Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$247,534,356
Clients
367
Advisors
3
of 6 employees
About
Murphy Wealth Management Group provides fee-based, discretionary investment management and financial planning primarily for individual and high‑net‑worth clients, managing roughly $252 million in client assets across three advisors. Services include ongoing portfolio management through a custodial Strategic Wealth Management account at LPL Financial, plus hourly or fixed‑fee consulting and written financial plans.
Portfolios are tailored to each client’s objectives and reviewed on a regular basis, with the firm using a mix of fundamental and technical analysis alongside Modern Portfolio Theory to construct and rebalance allocations. Advisors typically manage accounts on a discretionary basis, permit reasonable client‑imposed restrictions, and deliver periodic reporting and annual reviews.
Distinctive aspects disclosed in the brochure include an affiliated tax‑preparation company to which clients are referred (with occasional fee waivers in limited cases), and the firm’s offering of nationally accredited, non‑credit retirement education courses on a pro‑bono basis at college campuses as a prospecting activity. The firm also discloses that its advisors are registered representatives and insurance agents who receive platform support, awards and small equity grants from its custodian, and it describes policies it uses to address the resulting conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for consulting services range from $1,000 to $2,000; fees negotiable
$500,000 - $699,999: 1.25% $700,000 - $1,199,999: 1.10% $1,200,000 - $1,999,999: 0.95% $2,000,000 - $2,999,999: 0.85% $3,000,000 - $4,999,999: 0.70% $5,000,000+: Negotiable
Clients may purchase investment products through LPL Financial on a commission basis; firm does not charge advisory fee in addition to commissions when products are purchased on commission basis
Hourly consulting services with maximum hourly fee not exceeding $1,000
Account minimum: $500,000 generally required for asset management services; lower minimums permitted in certain instances Minimum fee: Minimum fee for financial planning services generally $1,000 Fee-only: Fees charged on financial planning and consulting services on hourly or fixed fee basis; maximum hourly fee $1,000; fixed fees range from $1,000 to $2,000; negotiable fees
Main office
60 Merritt Blvd., Suite 106
Fishkill NY 12524
Advisors at this office
3
Most active in
Connecticut · Florida · Georgia · Massachusetts · New Hampshire · New York · North Carolina · South Carolina · Virginia
Also doing business as
Murphy Wealth Management Group · Murphy Wealth Management Group, Inc. · Murphy Wealth Management Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Daniel M
CFP®, Series 63
Fishkill, NY
Murphy Wealth Management Group
Daniel Murphy is a CFP® professional with 39 years of industry experience. He has been with Murphy Wealth Management Group since 2015 and has worked at LPL Financial, LLC since 1991. Murphy is also a notary public. Murphy Wealth Management Group provides fee-based, discretionary investment management and financial planning primarily for individual and high-net-worth clients. The firm manages approximately $252 million in client assets and employs a mix of fundamental and technical analysis alongside Modern Portfolio Theory to tailor and regularly review portfolios.
Matthew B
Series 65, Series 63
Fishkill, NY
Murphy Wealth Management Group
Matthew Brady is a financial advisor with Murphy Wealth Management Group in Fishkill, NY, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at LPL Financial, Girard Advisory Services, The Vanguard Group, and Merrill. Murphy Wealth Management Group provides fee-based, discretionary investment management and financial planning services primarily to individual and high-net-worth clients, managing approximately $252 million in assets across three advisors. The firm employs a mix of fundamental and technical analysis alongside Modern Portfolio Theory to tailor and regularly review client portfolios.
Connor B
CFP®, Series 63, Series 65
Fishkill, NY
Murphy Wealth Management Group
Connor Briggs is a CFP® professional with nine years of experience in financial advising. He is currently with Murphy Wealth Management Group and has previous experience at LPL Financial, Equitable Advisors, and AXA Advisors. Outside of his advisory role, he worked with the Town of Wallkill Boys and Girls Club for one year. Murphy Wealth Management Group provides fee-based, discretionary investment management and financial planning primarily for individual and high-net-worth clients. The firm combines fundamental and technical analysis with Modern Portfolio Theory to tailor portfolios, managing approximately $252 million in client assets.
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