Jane Murphy
Tandem Wealth Advisors · Phoenix, Arizona
Jane Murphy is a fee-only financial advisor at Tandem Wealth Advisors in Phoenix, Arizona. Tandem Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Tandem Wealth Advisors |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $261.5M across 736 accounts |
| SEC registration | Investment adviser representative in TX · CRD 1899747 |
| Exams passed | Series 63 (1988) · Series 65 (2022) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | tandeminstitutional.com |
How Jane's firm compares
- Tandem Wealth Advisors's average account is about $355,000, from its Form ADV (assets managed divided by 736 accounts).
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Questions about Jane
Is Jane Murphy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jane holds no broker registration, and Tandem Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jane charge for financial advice?
Jane's firm, Tandem Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jane Murphy based?
Jane Murphy is based in Phoenix, Arizona.
Is Jane Murphy registered with the SEC?
Yes. Jane Murphy is registered as an investment adviser representative in TX (CRD 1899747), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tandem Wealth Advisors manage?
Tandem Wealth Advisors reports $261.5M across 736 accounts in assets under management.
How do I contact Jane Murphy?
Through Jane's website, tandeminstitutional.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
- 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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