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Timothy Murphy

Simplicity Wealth
15 Years of Experience
Logan, UT
1 DisclosureSells Insurance
View SEC Summary
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Timothy Murphy is a registered investment advisor at Simplicity Wealth, based in Logan, UT, with 15 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 8,494 clients with $4.3B in assets under management.

Simplicity Wealth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
208 advisors
Number of Clients
8,494 clients
Average Client Portfolio
$503K average
Assets Under Management
$4.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Advisory fees generally range from 0.10% to 2.00% of assets under management. Platform fees range from 0.10% to 0.60%, and third-party model manager fees range from 0.00% to 1.00%.

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

Location

181 East 1600 North, Logan, UT, 84341

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History

Regulatory History (1)
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Customer Dispute
October 2015
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Timothy is the president of Tim Murphy Insurance, selling and servicing health, life, and annuity insurance products, dedicating about half of his time during business hours. He is also a silent investor in Blue Mountain Investments and a member of Murphy Sunshine Bottom Farms, LLC, but these activities require minimal time.

Employment History
Current Registrations
Simplicity Wealth
April 2026 - Present · 6 mos
Previous Registrations
Connect Financial Advisors
August 2022 - March 2026 · 3 yrs 7 mos
Dfpg Investments, LLC
March 2021 - August 2022 · 1 yr 5 mos
Ars Investment Advisors, INC.
May 2018 - February 2021 · 2 yrs 9 mos
Allegis Investment Services, LLCBroker
May 2014 - April 2019 · 4 yrs 11 mos
Allegis Investment Advisors, LLC
December 2012 - June 2018 · 5 yrs 6 mos
Signator Financial Services, INC.Broker
June 2011 - June 2014 · 3 yrs
State Registrations1 state
UT
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.
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