Madelyn Murray is a CFP-designated registered investment advisor at Womack Financial LLC, based in Dallas, TX. Madelyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 137 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are generally negotiable.
Fee Estimator
Location
4849 Greenville Ave., Suite 100-173, Dallas, TX, 75206
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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
Madelyn serves on the board of directors as Treasurer for ACR Health, a non-profit community health resource organization, dedicating minimal time. This activity is not investment-related.
Employment History
Current Registrations
Womack Financial LLC
Previous Registrations
Rockbridge Investment Management, 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.