Fee-only adviser · Buffalo, NY
Garrison Murphy Wealth Management, LLC
Garrison Murphy Wealth Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with a mailing address in Buffalo, New York (its office is a private residence, so the street address is not published). On its latest Form ADV, filed August 25, 2026, it reports $255M in regulatory assets under management, 26 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 298004 · SEC file 801-113887 |
| Office | Buffalo, NY (mailing address; office not published) |
| Phone | (716) 462-5468 |
| Website | www.gmwmllc.com |
| Regulatory assets under management | $255M |
| Individual clients | 1 non-high-net-worth, 25 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 25, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Buffalo
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- Sterling Investment Counsel, LLC $1.0B
- Note Advisors, LLC $437M
- Sanderson Wealth Management, LLC $1.4B
- Hudson Capital Advisory, Inc. $328M
- North Woods Wealth Management $150M
See all 15 fee-only advisers in Buffalo →
Nearby
- West Seneca 1 firm
- Amherst 2 firms
- Wi 1 firm
- Williamsville 8 firms
- Orchard 3 firms
- Orchard Park 4 firms
- Getzville 2 firms
- East Amherst 1 firm
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