Stephanie Murray
Beacon Financial Strategies · Raleigh, North Carolina
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.
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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 | $309.4M across 560 accounts |
| SEC registration | Investment adviser representative in NC · CRD 5868363 |
| Exams passed | Series 63 (2012) · Series 65 (2012) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.beaconfinancialstrategies.com |
How Stephanie's firm compares
- Beacon Financial Strategies's average account is about $553,000, from its Form ADV (assets managed divided by 560 accounts).
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Questions about Stephanie
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.
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
- 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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