M
Murray Financial Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$65,100,000
Clients
52
40% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
52
HighAverage account size
$1,251,923
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
Financial planning
Portfolio management
Consulting services
Expertise
General tax planning
Retirement income strategy
Cash flow / budgeting
Occupation focus
Founder/Business Owner
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 location
Murray Financial Advisors LLC
272 Middlesex Road
Tyngsboro MA 01879, United States
Number of offices
1
Most active in
Murray Financial Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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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