Michael Murff
Oak Road Wealth Management · Lee'S Summit, Missouri
Michael Murff is a fee-only financial advisor at Oak Road Wealth Management in Lee'S Summit, Missouri. Michael focuses on retirement planning. Oak Road Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Oak Road Wealth Management |
|---|---|
| Based in | Lee'S Summit, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $80.1M across 108 accounts |
| SEC registration | Investment adviser representative in MO · CRD 7013462 |
| Exams passed | Series 66 (2018) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.oakroadwealth.com |
| Profile |
How Michael's firm compares
- Oak Road Wealth Management's average account is about $741,000, from its Form ADV (assets managed divided by 108 accounts).
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Questions about Michael
Is Michael Murff a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Oak Road Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Oak Road Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Murff based?
Michael Murff is based in Lee'S Summit, Missouri.
What does Michael specialize in?
Michael's specialties include retirement planning. Michael works with retirees and pre-retirees.
Is Michael Murff registered with the SEC?
Yes. Michael Murff is registered as an investment adviser representative in MO (CRD 7013462), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Oak Road Wealth Management manage?
Oak Road Wealth Management reports $80.1M across 108 accounts in assets under management.
How do I contact Michael Murff?
Through Michael's website, www.oakroadwealth.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
- Oak Road Wealth Management 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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