Den Houston Murley
DM
CFP
Den Houston Murley
DM
CFP

Den Murley

2 Years of Experience
Longview, TX

Den Murley is a CFP-designated registered investment advisor at Belonging Wealth Management, based in Longview, TX, with 2 years of industry experience. Den operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 18 clients with $11M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
18 clients
Average Client Portfolio
$602K average
Assets Under Management
$10.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $1.0M1.00%
$1.0M - $5.0M0.90%
$5M+0.80%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Contact

Den Houston Murley
DM
Den Murley

Location

1405 Colony Circle, Longview, TX, 75604

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 →
Employment History
Current Registrations
Belonging Wealth Management
August 2023 - Present · 2 yrs 8 mos
State Registrations2 states
LATX
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.
Den Houston Murley
DM
Contact
Den Murley
Den Murley - Financial Advisor | TrueAdvisor