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April Murdaugh

5 Years of Experience
Jacksonville, FL
1 DisclosureSells Insurance

April Murdaugh is a registered investment advisor at Woman to Woman Financial, based in Jacksonville, FL, with 5 years of industry experience. April operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 59 clients with $6.1M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
59 clients
Average Client Portfolio
$103K average
Assets Under Management
$6.1M

Fee Structure

Minimum Investment:$10K

Woman to Woman Financial charges an annual management fee based on the value of your portfolio, paid quarterly in advance. The fee can be up to 1.25% per year, depending on the investment strategy and the size of your account. The fee may be negotiable.

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Location

Jacksonville, FL

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History

Regulatory History (1)
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Criminal
April 2000
Final Disposition
Other Business ActivitiesSells Insurance

April is an adjunct professor, teaching online for a few hours per week. She is also the managing member and 100% owner of Empowerment Financial Group Insurance Agency, LLC, dedicating a few hours per week to insurance production activities.

Employment History
Current Registrations
Woman to Woman Financial
May 2023 - Present · 3 yrs
Previous Registrations
Esi Financial Advisors
December 2020 - April 2023 · 2 yrs 4 mos
Equity Services, INC.Broker
June 2020 - April 2023 · 2 yrs 10 mos
State Registrations1 state
FL
Advisor

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.
April Murdaugh - Financial Advisor | TrueAdvisor