John Charles Murphy

CFA

Waverly Advisors, LLC

26 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

Waverly Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

172 advisors

Number of Clients

10,085 clients

Average Client Portfolio

$1.6M average

Assets Under Management

$16.1B

Fee Structure

Financial Planning:Included in AUM fee

Minimum Annual Fee:$5,000

Location

156 N. Jefferson St., Suite 300, Chicago, IL, 60661

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History

Regulatory History

Clean regulatory record

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.

Other Business Activities

John is the trustee of the John C. Murphy Revocable Trust, a member of Mendel Field LLC, Lumen Christi Group LLC, Moss Hill Group LLC, and the sole member of Perennial Overseas Investments, LLC. These activities involve family investments, advising on strategy and finance, and advancement/leadership consulting.