Nick Murphy
Counterweight Private Wealth · Raleigh, North Carolina
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
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 |
| Assets under management | $207.2M across 417 accounts |
| Credentials | CFP · MBA · RICP |
| SEC registration | Investment adviser representative in NC, TX · CRD 4557550 |
| Exams passed | Series 66 (2002) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | counterweightpw.com |
| Profile |
How Nick's firm compares
- Counterweight Private Wealth's average account is about $497,000, from its Form ADV (assets managed divided by 417 accounts).
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Questions about Nick
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Counterweight Private Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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