Meredith Murphy is a CFA-designated registered investment advisor at Financial Well-Being Advisors LLC, based in Wellesley, MA, with 8 years of industry experience. Meredith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 15 clients with $6.3M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial Well-Being Advisors offers financial planning services billed at $235/hour. In certain circumstances, a fixed fee may be agreed upon in advance for predetermined services.
Location
Wellesley, MA
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 Activities
Meredith is the Chief Accounting Officer at Genesis, a company providing back-office support to clients, since 2009. She dedicates about 10-20% of her time to this role, with most of those hours falling during securities trading hours.
Employment History
Current Registrations
Financial Well-Being Advisors LLC
State Registrations1 state
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.