Cassidy Murphy
Fiduciary Financial Group · San Rafael, California
Cassidy Murphy is a fee-only financial advisor at Fiduciary Financial Group in San Rafael, California, who holds the CFP credential. Cassidy focuses on equity compensation, estate & legacy planning and tax planning. Fiduciary Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Executives
- Tech employees
- Founders
Facts
| Firm | Fiduciary Financial Group |
|---|---|
| Based in | San Rafael, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1.12B across 1,607 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 6735935 |
| Exams passed | Series 66 (2017) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.ffgwealth.com |
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Questions about Cassidy
Is Cassidy Murphy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cassidy holds no broker registration, and Fiduciary Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cassidy charge for financial advice?
Cassidy's firm, Fiduciary Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Does Cassidy work with clients virtually?
Yes. Fiduciary Financial Group says on its website that it works with clients remotely.
Where is Cassidy Murphy based?
Cassidy Murphy is based in San Rafael, California.
What does Cassidy specialize in?
Cassidy's specialties include equity compensation, estate & legacy planning, tax planning and small business owners. Cassidy works with retirees, executives, tech employees and founders.
What credentials does Cassidy Murphy hold?
Cassidy Murphy holds the CFP credential.
Is Cassidy Murphy registered with the SEC?
Yes. Cassidy Murphy is registered as an investment adviser representative in CO and TX (CRD 6735935), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fiduciary Financial Group manage?
Fiduciary Financial Group reports $1.12B across 1,607 accounts in assets under management.
How do I contact Cassidy Murphy?
Through Cassidy's website, www.ffgwealth.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
- Fiduciary Financial 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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