# Elise Murphy

> Elise Murphy is a fee-only financial advisor at Level Financial Advisors in Glendora, California, who holds the CFP and MSFP credentials. Elise focuses on retirement planning and tax planning. Level Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/elise-murphy/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Level Financial Advisors
- **Based in:** Glendora, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $975.2M across 2,242 accounts
- **Credentials:** CFP, MSFP
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 5943138 (https://adviserinfo.sec.gov/individual/summary/5943138)
- **SEC registration:** Investment adviser representative in NY, TX
- **Firm size:** 16 employees
- **Disclosures:** None reported
- **Website:** https://levelfa.com

## Frequently asked questions

### Is Elise Murphy a fee-only financial advisor?

Yes. Elise Murphy is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Elise's firm.

### How does Elise charge for financial advice?

Elise's firm, Level Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Elise Murphy based?

Elise Murphy is based in Glendora, California.

### What does Elise specialize in?

Elise's specialties include retirement planning and tax planning. Elise works with retirees and pre-retirees.

### What credentials does Elise Murphy hold?

Elise Murphy holds the CFP and MSFP credentials.

### Is Elise Murphy registered with the SEC?

Yes. Elise Murphy is registered as an investment adviser representative in NY and TX (CRD 5943138), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Level Financial Advisors manage?

Level Financial Advisors reports $975.2M across 2,242 accounts in assets under management.

### How do I contact Elise Murphy?

Through Elise's website, levelfa.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/38569): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://levelfa.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.