Fee-only adviser · Tyngsboro, MA
Murray Financial Advisors LLC
Murray Financial Advisors LLC is a fee-only investment adviser registered with the securities regulator of Massachusetts, with its main office in Tyngsboro, Massachusetts. On its latest Form ADV, filed March 30, 2026, it reports $65M in regulatory assets under management, 52 individual clients and 1 employee who gives 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 | State-registered: Massachusetts |
|---|---|
| Firm CRD number | 123830 |
| Office | 272 Middlesex Road Tyngsboro, MA 01879 |
| Phone | (978) 649-5677 |
| Website | Not listed |
| Regulatory assets under management | $65M |
| Individual clients | 31 non-high-net-worth, 21 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Hourly, Fixed fee, Other |
| Services | Financial planning, Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 30, 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 offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- 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 Tyngsboro
Nearby
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- Groton 2 firms
- Nashua 3 firms
- Hollis 1 firm
- Ayer 1 firm
- Tewksbury 1 firm
- Windham 4 firms
- Acton 4 firms
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