Murray Financial Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Murray Financial Advisors, LLC provides personalized financial planning, investment management, consulting, and income tax preparation to individuals, families, related entities, trusts, estates and small businesses. The firm operates on a fee-only model and does not accept commissions; client assets are held by independent custodians rather than by the firm.
The firm emphasizes strategic asset allocation implemented through a mix of actively- and passively-managed mutual funds, ETFs, and select individual equities, with portfolios tailored to each client’s objectives and risk tolerance and reviewed at least quarterly. Murray Financial Advisors offers both discretionary and nondiscretionary services and, as of December 31, 2025, managed approximately $65.1 million on a discretionary basis for about 52 client households.
What distinguishes the firm from many peers is the integration of tax services with advisory work: the principal holds CPA and CFP credentials, a Master of Science in Taxation, and the brochure explicitly describes income tax preparation and tax-planning as offered services. The firm documents formal compliance practices — including a Code of Ethics, quarterly reviews of employee trading, and a business continuity plan — and notes that the principal is the primary provider of advisory services.
Client services
Expertise
Occupation focus
Fee options
Fixed fees negotiated typically ranging from $1,000 to $30,000 for financial planning and consulting services
$0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.75% $2,500,001+: 0.50%
$200 to $400 per hour for financial planning and consulting services
Fee-only: Fixed fees ranging from $1,000 to $30,000; hourly fees from $200 to $400 per hour
Main office
North Chelmsford MA
Advisors at this office
1
Most active in
Massachusetts
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.
Forms ADV
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