Ashley Murray
Balanced Rock Investment Advisors · Roslindale, Massachusetts
Ashley Murray is a fee-only financial advisor at Balanced Rock Investment Advisors in Roslindale, Massachusetts. Balanced Rock Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Balanced Rock Investment Advisors |
|---|---|
| Based in | Roslindale, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $193.2M across 834 accounts |
| SEC registration | Investment adviser representative in CA, LA, MA, NH, TX · CRD 6428807 |
| Exams passed | Series 63 (2016) · Series 65 (2026) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | balancedrockinvestmentadvisors.com |
How Ashley's firm compares
- Balanced Rock Investment Advisors's average account is about $232,000, from its Form ADV (assets managed divided by 834 accounts).
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Questions about Ashley
Is Ashley Murray a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ashley holds no broker registration, and Balanced Rock Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ashley charge for financial advice?
Ashley's firm, Balanced Rock Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ashley Murray based?
Ashley Murray is based in Roslindale, Massachusetts.
Is Ashley Murray registered with the SEC?
Yes. Ashley Murray is registered as an investment adviser representative in CA, LA, MA, NH and TX (CRD 6428807), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Balanced Rock Investment Advisors manage?
Balanced Rock Investment Advisors reports $193.2M across 834 accounts in assets under management.
How do I contact Ashley Murray?
Through Ashley's website, balancedrockinvestmentadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Roslindale
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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