Darlene Murphy is a CFP-designated registered investment advisor at Advisory Services Network, based in Leominster, MA, with 31 years of industry experience. Darlene 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, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B 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 $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
98 Adams Street, Suite 101, Leominster, MA, 01453
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Darlene is the owner and President of Reagan & Company, a CPA firm, dedicating nearly full-time hours to it. She also owns Reagan Wealth Advisors, Inc., a service company, and has a passive investment in Wellesley Asset Management, Inc.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Sudbury Wealth Management, INC
Wellesley Asset Management, INC.
State Registrations1 state
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