Bernard Murphy
Arista Advisory Group · Albany, New York
Bernard Murphy is a fee-only financial advisor at Arista Advisory Group in Albany, New York, who holds the CFP credential. Bernard focuses on sustainable & impact investing, retirement planning and estate & legacy planning. Arista Advisory Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Arista Advisory Group |
|---|---|
| Based in | Albany, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Assets under management | $143.7M across 500 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT, NY · CRD 6186110 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.aristaadv.com |
| Profile |
How Bernard's firm compares
- Arista Advisory Group's average account is about $287,000, from its Form ADV (assets managed divided by 500 accounts).
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Questions about Bernard
Is Bernard Murphy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bernard holds no broker registration, and Arista Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bernard charge for financial advice?
Bernard's firm, Arista Advisory Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Bernard work with clients virtually?
Yes. Arista Advisory Group says on its website that it works with clients remotely.
Where is Bernard Murphy based?
Bernard Murphy is based in Albany, New York.
What does Bernard specialize in?
Bernard's specialties include sustainable & impact investing, retirement planning and estate & legacy planning.
What credentials does Bernard Murphy hold?
Bernard Murphy holds the CFP credential.
Is Bernard Murphy registered with the SEC?
Yes. Bernard Murphy is registered as an investment adviser representative in CT and NY (CRD 6186110), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Arista Advisory Group manage?
Arista Advisory Group reports $143.7M across 500 accounts in assets under management.
How do I contact Bernard Murphy?
Through Bernard's website, www.aristaadv.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Arista Advisory Group website : specialties, clients served, and fees, checked October 30, 2026
- 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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