JM
CFP

James Andrew Murphy

7 Years of Experience

Firm Information

Compensation
Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
17,809 clients
Average Client Portfolio
Not specified

Fee Structure

Northstar charges a monthly subscription fee for its retail services, disclosed during enrollment. The fee is charged monthly to the client's designated payment method. For employer-sponsored services, Northstar receives a subscription-based monthly fee per eligible employee, with volume discounts for employers with more employees. Fees are negotiated with the employer and defined in an annual contract.

Areas of Practice
Financial Planning & CoachingRetirement Planning
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Advisor Information

Office location
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.

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Employment History
Current Registrations
Northstar Investment Advisory LLC
April 2022 - Present · 3 yrs 9 mos
Previous Registrations
Dentist Advisors
August 2020 - January 2021 · 5 mos
Learnvest Planning Services, LLC
August 2017 - June 2018 · 10 mos
Vanguard Marketing CorporationBroker
July 2014 - July 2017 · 3 yrs
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.
James Andrew Murphy - Financial Advisor | AdvisorDiscover