Jane Murphy is a registered investment advisor at Tandem Wealth Advisors, based in Dallas, TX, with 3 years of industry experience. Jane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 310 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be reduced in select circumstances. Unified managed accounts and model management typically carry a standard annual fee of 0.50%.
Fee Estimator
Location
Dallas, TX
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jane is a 50% owner of Acceleration Retirement LLC, where she does lead generation and consulting, dedicating about half her time. She also owns rental property in Northern California, spending minimal time on it, and is an employee of Stable Two (RIA).
Employment History
Current Registrations
Tandem Wealth Advisors
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Jules Jouvenat, CFPHightower Advisors, LLC
- Tracey Gledhill, CFP
- Gregory Bone, CFACorient
- James Carroll, CFPBlack Swan Management Group, INC.
- Zechariah Daugherty, CFPCreative Planning
- Mark Lanyon, CFATurtle Creek Trust