Peter Murphy is a CFP-designated registered investment advisor at Financial Partners, LLC, based in Santa Fe, NM, with 18 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 268 clients with $180M 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 | 1.65% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiable under limited circumstances based upon portfolio size and other business considerations.
Fee Estimator
Location
Santa Fe, NM
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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 →Other Business Activities
Peter is involved in several business activities, including Financial Partners LLC, Sante Fe Retirement and Estate Planning Services LLC, and rental properties. He also works as an instructor at Sante Fe Community College and the University of New Mexico, and teaches financial advisors about Social Security and Medicare, dedicating about half his time to Financial Partners LLC.
Employment History
Current Registrations
Financial Partners, LLC
Previous Registrations
LPL Financial LLCBroker
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Bcg Securities, INC.
Bcg Securities, INC.Broker
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
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