Shawn Murphy
Shawn Murphy is a CFP-designated registered investment advisor at Right Brain Money, based in San Luis Obispo, CA, with 14 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 94 clients with $42M 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 | 1.00% |
The 1% annual management fee does not include third party fees (e.g. custodial account fees, third-party manager fees, mutual fund expenses).
Fee Estimator
Location
3480 S Higuera, Ste 120, San Luis Obispo, CA, 93401
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 ActivitiesSells Insurance
Shawn works as an independent insurance agent selling life, accident, health, property, and casualty insurance. This takes a few hours per week.
Employment History
Current Registrations
Right Brain Money
Previous Registrations
New England Securities Corporation
Wealth Management Solutions
State Registrations2 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.