Matthew Murphy
Marble Wealth · Montgomery, Alabama
Matthew Murphy is a fee-only financial advisor at Marble Wealth in Montgomery, Alabama, who holds the CFP credential. Marble Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Marble Wealth |
|---|---|
| Based in | Montgomery, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.05B across 1,077 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL · CRD 5503314 |
| Exams passed | Series 66 (2008) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | marblewealth.com |
| Profile |
How Matthew's firm compares
- Marble Wealth's average account is about $970,000, from its Form ADV (assets managed divided by 1,077 accounts).
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Questions about Matthew
Is Matthew Murphy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Marble Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, Marble Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Matthew Murphy based?
Matthew Murphy is based in Montgomery, Alabama.
What credentials does Matthew Murphy hold?
Matthew Murphy holds the CFP credential.
Is Matthew Murphy registered with the SEC?
Yes. Matthew Murphy is registered as an investment adviser representative in AL (CRD 5503314), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Marble Wealth manage?
Marble Wealth reports $1.05B across 1,077 accounts in assets under management.
How do I contact Matthew Murphy?
Through Matthew's website, marblewealth.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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