Daniel Murphy is a registered investment advisor at Greater Good Financial, based in Apple Valley, MN, with 18 years of industry experience. Daniel 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, High Net Worth, and 5 more. Their firm serves 66 clients with $26M 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 $250K | 1.25% |
| $250K - $1.0M | 0.50% |
| $1M+ | 0.10% |
Rates shown are for the combined Investment Management and Comprehensive Financial Planning service. Greater Good Financial also offers standalone Investment Management starting at 0.75% for the first $250,000. Fees are negotiable and paid monthly in arrears.
Fee Estimator
Location
Apple Valley, MN
Get directionsHistory
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
Daniel is dually registered as a Financial Planner at Resources Investment Advisors, Inc., dedicating about 10-20% of his time to this activity during a transition period. He also performs contract work for Great River Financial LLC, which takes about 10-20% of his time.
Employment History
Current Registrations
Greater Good Financial
Previous Registrations
Resources Investment Advisors
Financial Advocates Advisory Services
LPL Financial LLC
LPL Financial LLCBroker
Ameriprise Financial Services, INC.Broker
Edward JonesBroker
Ameriprise Financial Services, INC.Broker
State Registrations3 states
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
More Advisors
- Steven Lorenz, CFP, ChFCLPL Financial LLC
- Luther Hagen, CFP
- Anghel Stoian, CFPEfficient Market Investments, LLC
- Steven Zimmerman, CFP, ChFCMindful Asset Planning
- Jonathan Henderson, CFPWealth Enhancement Advisory Services, LLC
- Tyler Frost, CFPAdvanced Advisor Group, LLC