Todd Murphy
Todd Murphy is a CFA, CFP-designated registered investment advisor at Garrison Murphy Wealth Management, LLC, based in East Aurora, NY, with 19 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 26 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fee will not exceed 0.75% per annum. The firm may, in its sole discretion, negotiate to charge a lesser fee.
Fee Estimator
Location
East Aurora, NY
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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 →Employment History
Current Registrations
Garrison Murphy Wealth Management, LLC
Previous Registrations
Garrison Murphy Wealth Management, LLC
Wilmington Trust Investment Advisors, INC.
State Registrations1 state
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