TrueAdvisor
TrueAdvisor
KM
CFP
KM
CFP

Kevin Murphy

The Strategic Financial Alliance
17 Years of Experience
Alpharetta, GA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Kevin Murphy is a CFP-designated registered investment advisor at The Strategic Financial Alliance, based in Alpharetta, GA, with 17 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 1,463 clients with $380M in assets under management.

The Strategic Financial Alliance
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
116 advisors
Number of Clients
1,463 clients
Average Client Portfolio
$261K average
Assets Under Management
$382.0M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Advisory fees are negotiated between you and your advisor, subject to program maximums up to 2% annually. Third-party asset manager fees generally range from 0.10% to 2.50% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

202 Abbey Court, Alpharetta, GA, 30004

Get directions

History

Regulatory History
Clean regulatory record

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

Kevin is an associate at North Georgia Wealth Advisors, a DBA for financial services and fixed insurance. He spends more than full-time hours on this activity, entirely during trading hours.

Employment History
Current Registrations
The Strategic Financial Alliance
March 2014 - Present · 12 yrs 7 mos
The Strategic Financial Alliance, INC.Broker
March 2014 - Present · 12 yrs 7 mos
Previous Registrations
UBS Financial Services INC.
July 2011 - March 2014 · 2 yrs 8 mos
UBS Financial Services INC.Broker
July 2011 - March 2014 · 2 yrs 8 mos
Wells Fargo Advisors, LLC
October 2008 - July 2011 · 2 yrs 9 mos
Wells Fargo Advisors, LLCBroker
October 2008 - July 2011 · 2 yrs 9 mos
State Registrations12 states
ALCACOFLGAMDNCNEPASCVAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
More Advisors
More financial advisors in Alpharetta, GA →All financial advisors in Georgia →