Robert Murphy
BlueDoor Private Wealth · Beverly, Massachusetts
Robert Murphy is a fee-only financial advisor at BlueDoor Private Wealth in Beverly, Massachusetts. Robert focuses on tax planning, retirement planning and small business owners. BlueDoor Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Robert →
Specialties
Facts
| Firm | BlueDoor Private Wealth |
|---|---|
| Based in | Beverly, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $337.3M across 432 accounts |
| SEC registration | Investment adviser representative in MA · CRD 5772740 |
| Exams passed | Series 65 (2013) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.bluedoorprivate.com |
| Profile |
How Robert's firm compares
- BlueDoor Private Wealth's average account is about $781,000, from its Form ADV (assets managed divided by 432 accounts).
Request an introduction to Robert
Tell Robert a little about what you're looking for. Robert isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Robert
Is Robert Murphy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and BlueDoor Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, BlueDoor Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Murphy based?
Robert Murphy is based in Beverly, Massachusetts.
What does Robert specialize in?
Robert's specialties include tax planning, retirement planning and small business owners.
Is Robert Murphy registered with the SEC?
Yes. Robert Murphy is registered as an investment adviser representative in MA (CRD 5772740), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does BlueDoor Private Wealth manage?
BlueDoor Private Wealth reports $337.3M across 432 accounts in assets under management.
How do I contact Robert Murphy?
Through Robert's website, www.bluedoorprivate.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
- BlueDoor Private Wealth 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.
See something wrong? Request a correction. Read our methodology.