CM
CFP
CM
CFP

Clayton Thomas Murdy

23 Years of Experience
Areas of Practice
Retirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
73 advisors
Number of Clients
622 clients
Average Client Portfolio
$30.5M average
Assets Under Management
$19.0B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$15,000
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Location

1435 Anacapa Street, Santa Barbara, CA, 93101

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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.

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Other Business Activities

Clayton is a member and general partner of West Coast Financial, LLC, which maintains general partnerships in several private real estate funds. He also serves as a Trustee, Treasurer, and Chair of the Financial Committee for Crane Country Day School, dedicating a few hours per week to school finances.

Employment History
Current Registrations
Cerity Partners LLC
April 2025 - Present · 10 mos
Cerity Partners Retirement Plan Consultants
April 2025 - Present · 10 mos
Previous Registrations
West Coast Financial, LLC
June 2016 - October 2025 · 9 yrs 4 mos
Pivot Independent Financial, LLC
October 2012 - August 2016 · 3 yrs 10 mos
Cambridge Investment Research Advisors, INC.
August 2006 - December 2012 · 6 yrs 4 mos
Centaurus Financial, INC.
May 2003 - August 2006 · 3 yrs 3 mos
Washington Square Securities, INC.
January 2002 - May 2003 · 1 yr 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.