Cody Murray, CFP, MBA
No reviews yet · Serves Nationwide · Specializes in Business Owners/Entrepreneurs, HENRYs (High Earners, Not Rich Yet), High Net Worth Individuals
Fee only fiduciary financial planning firm working with business owners.
Services
- 401(k) & IRA Management
- Alternative Investments
- Asset Allocation
- Business Succession Planning
- Cash Flow Management
- Charitable Giving
- Debt Management
- Exit Planning
- Financial Advice & Coaching
- Financial Planning
- Insurance Planning
- Investment Management
- Pension Planning
- Philanthropic Planning
- Portfolio Management
- Portfolio Rebalancing
- Real Estate Advisory
- Retirement Planning
- Social Security Planning
- Tax Planning & Strategy
- Wealth Management
Pricing
- Flat Fee/Retainer — $3,000 one-time
- Percentage of Assets (AUM) — 0.75%–1.5% of AUM