# Stephanie Murray

> Stephanie Murray is a fee-only financial advisor at Beacon Financial Strategies in Raleigh, North Carolina. Beacon Financial Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/stephanie-murray/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Beacon Financial Strategies
- **Based in:** Raleigh, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $309.4M across 560 accounts
- **CRD:** 5868363 (https://adviserinfo.sec.gov/individual/summary/5868363)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 63 (2012), Series 65 (2012)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.beaconfinancialstrategies.com

## Frequently asked questions

### Is Stephanie Murray a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Stephanie holds no broker registration, and Beacon Financial Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Stephanie charge for financial advice?

Stephanie's firm, Beacon Financial Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Stephanie Murray based?

Stephanie Murray is based in Raleigh, North Carolina.

### Is Stephanie Murray registered with the SEC?

Yes. Stephanie Murray is registered as an investment adviser representative in NC (CRD 5868363), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Beacon Financial Strategies manage?

Beacon Financial Strategies reports $309.4M across 560 accounts in assets under management.

### How do I contact Stephanie Murray?

Through Stephanie's website, www.beaconfinancialstrategies.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5868363): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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