# Nick Murphy

> Nick Murphy is a fee-only financial advisor at Counterweight Private Wealth in Raleigh, North Carolina, who holds the CFP, MBA and RICP credentials. Nick charges an ongoing planning fee (a $2,000,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/nick-murphy/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Counterweight Private Wealth
- **Based in:** Raleigh, North Carolina
- **Fee model:** Ongoing planning fee
- **Fees (firm's website):** a $2,000,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $207.2M across 417 accounts
- **Credentials:** CFP, MBA, RICP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Pre-retirees, Retirees
- **CRD:** 4557550 (https://adviserinfo.sec.gov/individual/summary/4557550)
- **SEC registration:** Investment adviser representative in NC, TX
- **Exams passed:** Series 66 (2002)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://counterweightpw.com

## Frequently asked questions

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

Yes. Nick Murphy is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Nick's firm.

### How does Nick charge for financial advice?

Nick charges an ongoing planning fee.

### How much does Nick charge?

According to Counterweight Private Wealth's website, checked October 28, 2026: a $2,000,000 asset minimum.

### Where is Nick Murphy based?

Nick Murphy is based in Raleigh, North Carolina.

### What does Nick specialize in?

Nick's specialties include retirement planning, tax planning and estate & legacy planning. Nick works with pre-retirees and retirees.

### What credentials does Nick Murphy hold?

Nick Murphy holds the CFP, MBA and RICP credentials.

### Is Nick Murphy registered with the SEC?

Yes. Nick Murphy is registered as an investment adviser representative in NC and TX (CRD 4557550), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Counterweight Private Wealth manage?

Counterweight Private Wealth reports $207.2M across 417 accounts in assets under management.

### How do I contact Nick Murphy?

Through Nick's website, counterweightpw.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/48148): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://counterweightpw.com/): specialties, clients served, and fees, checked October 28, 2026

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