Philip Murphy is a CFA, CFP-designated registered investment advisor at Indieplan LLC, based in Chestnut Ridge, NY, with 1 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Gen X, Investment Management, Middle Income, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
IndiePlan offers an ongoing planning service called the Indie Partnership Program, exclusively for clients who have had an Indie Target Plan done in the last year. This service costs $2,640 per year for individuals and $4,290 per year for couples, billed quarterly. It includes three meetings per year for plan updates, portfolio review, rebalancing advice, cash management advice, and Roth conversion/RMD management advice. The annual fee increases by 3% each year, subject to client approval.
- Indie Target Plan — $3,300 for individuals, $4,620 for couples. This is a one-time financial plan.
- Hourly Projects — $330 per hour for limited scope investment analysis and financial planning services.
Contact
Philip Murphy
Location
Chestnut Ridge, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Indieplan LLC
State Registrations2 states
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