Jennifer Murphy
Advanced Portfolio Design · Westford, Massachusetts
Jennifer Murphy is a fee-only financial advisor at Advanced Portfolio Design in Westford, Massachusetts, who holds the CFP credential. Advanced Portfolio Design reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Advanced Portfolio Design |
|---|---|
| Based in | Westford, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $100.1M across 303 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, LA, MA, NH · CRD 6648418 |
| Exams passed | Series 65 (2016) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.plannersearch.org/financial-advisor/peter-j-canniff |
How Jennifer's firm compares
- Advanced Portfolio Design's average account is about $330,000, from its Form ADV (assets managed divided by 303 accounts).
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Questions about Jennifer
Is Jennifer Murphy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jennifer holds no broker registration, and Advanced Portfolio Design reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jennifer charge for financial advice?
Jennifer's firm, Advanced Portfolio Design, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jennifer Murphy based?
Jennifer Murphy is based in Westford, Massachusetts.
What credentials does Jennifer Murphy hold?
Jennifer Murphy holds the CFP credential.
Is Jennifer Murphy registered with the SEC?
Yes. Jennifer Murphy is registered as an investment adviser representative in FL, LA, MA and NH (CRD 6648418), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Advanced Portfolio Design manage?
Advanced Portfolio Design reports $100.1M across 303 accounts in assets under management.
How do I contact Jennifer Murphy?
Through Jennifer's website, www.plannersearch.org/financial-advisor/peter-j-canniff.
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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