Elise Murphy
Level Financial Advisors · Glendora, California
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.
Request an introduction to Elise →
Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $975.2M across 2,242 accounts |
| Credentials | CFP · MSFP |
| SEC registration | Investment adviser representative in NY, TX · CRD 5943138 |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | levelfa.com |
| Profile |
How Elise's firm compares
- Level Financial Advisors's average account is about $435,000, from its Form ADV (assets managed divided by 2,242 accounts).
Request an introduction to Elise
Tell Elise a little about what you're looking for. Elise isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Elise
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Level Financial Advisors website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.