# Meredith Murphy

> Meredith Murphy is a fee-only financial advisor at Financial Well-Being Advisors in Wellesley, Massachusetts, who holds the CFA credential. Meredith charges hourly fees and a one-time planning fee and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/meredith-murphy/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Financial Well-Being Advisors
- **Based in:** Wellesley, Massachusetts
- **Fee model:** Hourly; One-time planning fee
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFA
- **Specialties:** Retirement planning
- **CRD:** 6825890 (https://adviserinfo.sec.gov/individual/summary/6825890)
- **SEC registration:** Investment adviser representative in MA
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.financialwellbeingadvisors.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Meredith holds no broker registration, and Financial Well-Being Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Meredith charge for financial advice?

Meredith charges hourly fees and a one-time planning fee.

### Where is Meredith Murphy based?

Meredith Murphy is based in Wellesley, Massachusetts.

### What does Meredith specialize in?

Meredith's specialties include retirement planning.

### What credentials does Meredith Murphy hold?

Meredith Murphy holds the CFA credential.

### Is Meredith Murphy registered with the SEC?

Yes. Meredith Murphy is registered as an investment adviser representative in MA (CRD 6825890), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How do I contact Meredith Murphy?

Through Meredith's website, www.financialwellbeingadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6825890): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://financialwellbeingadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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