Thomas Murphy
T.M. Murphy Investment Management · San Diego, California
Thomas Murphy is a fee-only financial advisor at T.M. Murphy Investment Management in San Diego, California, who holds the CFP credential. T.M. Murphy Investment Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | T.M. Murphy Investment Management |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $36.5M across 159 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, NY · CRD 2306011 |
| Exams passed | Series 65 (1992) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Thomas's firm compares
- T.M. Murphy Investment Management's average account is about $230,000, from its Form ADV (assets managed divided by 159 accounts).
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Questions about Thomas
Is Thomas Murphy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and T.M. Murphy Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, T.M. Murphy Investment Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Thomas Murphy based?
Thomas Murphy is based in San Diego, California.
What credentials does Thomas Murphy hold?
Thomas Murphy holds the CFP credential.
Is Thomas Murphy registered with the SEC?
Yes. Thomas Murphy is registered as an investment adviser representative in CA and NY (CRD 2306011), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does T.M. Murphy Investment Management manage?
T.M. Murphy Investment Management reports $36.5M across 159 accounts in assets under management.
How do I contact Thomas Murphy?
Contact details aren't on file yet. Search for T.M. Murphy Investment Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Diego
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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