CM
CFP
CM
CFP

Christopher Murphy

10 Years of Experience
Colorado Springs, CO
BrokerSells Insurance

Christopher Murphy is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Colorado Springs, CO, with 10 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3079 advisors
Number of Clients
399,450 clients
Average Client Portfolio
$525K average
Assets Under Management
$209.7B

Fee Structure

Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.

Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.

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Location

12325 Oracle Blvd, Suite 101, Colorado Springs, CO, 80921

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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.

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Other Business ActivitiesSells Insurance

Christopher is involved in tax preparation since 2022, dedicating minimal time. He also sells fixed insurance products since September 2023, dedicating minimal time, and owns rental property since June 2024, dedicating minimal time.

Employment History
Current Registrations
Commonwealth Financial Network
September 2023 - Present · 2 yrs 8 mos
Commonwealth Financial Network
September 2023 - Present · 2 yrs 8 mos
Commonwealth Financial NetworkBroker
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Fsc Securities Corporation
September 2020 - September 2023 · 3 yrs
Fsc Securities CorporationBroker
January 2020 - September 2023 · 3 yrs 8 mos
Oppenheimerfunds Distributor, INC.Broker
December 2015 - December 2019 · 4 yrs
State Registrations6 states
COIANCOKPAVA
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.
Christopher Murphy - Financial Advisor | TrueAdvisor