Meredith Murphy
Financial Well-Being Advisors · Wellesley, Massachusetts
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.
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Specialties
Facts
| Firm | Financial Well-Being Advisors |
|---|---|
| Based in | Wellesley, Massachusetts |
| Fee model | Hourly · One-time planning fee |
| Accepting new clients | Yes |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA · CRD 6825890 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.financialwellbeingadvisors.com |
| Profile |
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Questions about Meredith
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.
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
- Financial Well-Being Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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