William Murray is a CFP-designated registered investment advisor at Fermata Advisors, based in Sonoma, CA, with 23 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,386 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Investment advisory fees are negotiable based on the scope and complexity of the services as well as the amount of time and expertise required but generally do not exceed 1.50%.
Fee Estimator
Location
539 Broadway, Suite A, Sonoma, CA, 95476
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is an investment advisory representative for HBW Advisory Services LLC, an insurance agent selling life and health insurance, a California registered tax preparer for HBW Tax Partners Services LLC, and a financial planner for HBW Partners. He also works full-time selling health insurance and preparing taxes for Steve Murray Insurance Agent & Tax Preparer, earning 90% of his yearly compensation from this role.
Employment History
Current Registrations
Fermata Advisors
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Hbw Advisory Services LLC
Hbw Securities LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
1717 Capital Management CompanyBroker
Veritrust Financial, LLCBroker
Allstate Financial Services, LLCBroker
Securities Management & Research, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.