CM
CFP
CM
CFP

Christopher Murray

27 Years of Experience
Fresno, CA
2 DisclosuresMay Earn CommissionSells Insurance

Christopher Murray is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Fresno, CA, with 27 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3079 advisors
Number of Clients
399,450 clients
Average Client Portfolio
$525K average
Assets Under Management
$209.7B

Fee Structure

Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.

Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.

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Location

7447 N First St, Ste 102, Fresno, CA, 93720

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2020
Settled
Customer Dispute
April 2005
Settled
Other Business ActivitiesSells Insurance

Christopher sells fixed insurance products, dedicating minimal time to this activity. He is also the owner of Sierra Pacific Wealth Advisory Group, Inc., an RIA facilitating securities, advisory, and insurance business, taking up nearly all of his time.

Employment History
Current Registrations
Commonwealth Financial Network
August 2024 - Present · 2 yrs 1 mo
Previous Registrations
Sierra Pacific Wealth Advisory Group INC.
January 2022 - June 2025 · 3 yrs 5 mos
Sierra Pacific Wealth Advisory Group INC.
May 2021 - December 2021 · 7 mos
Mutual Securities, INC.Broker
January 2010 - October 2018 · 8 yrs 9 mos
Private Wealth Advisors
January 2007 - November 2021 · 14 yrs 10 mos
Princor Financial Services Corporation
December 2005 - January 2010 · 4 yrs 1 mo
Princor Financial Services CorporationBroker
May 1999 - January 2010 · 10 yrs 8 mos
Quest Capital Strategies, INC.Broker
May 1998 - April 1999 · 11 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
Christopher Murray - Financial Advisor | TrueAdvisor