JMC Wealth Management, Inc., operating as JMC Wealth, provides financial planning services. Julie Murphy, the firm's owner, is also affiliated with LPL Financial, where she offers additional advisory services. JMC Wealth focuses on creating financial plans tailored to individual needs, covering areas like asset allocation, cash flow, investment, insurance, college, mortgage/debt, estate, business, tax, employer benefits, and retirement planning. Financial planning is independent of product implementation.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
JMC Wealth's fees for financial planning range from $500 to $25,000, depending on the breadth of topics covered and the complexity of the financial resources analyzed.
- Beginner financial plans (typically for younger clients) — $1,200 - $2,000, focusing on debt management, savings, and investment strategies.
- Financial plans for those with some wealth accumulation (typically in their 30s-40s) — $2,000 - $4,000, addressing education funding and more involved insurance/mortgage needs.
- Financial plans for pre-retirees and retirees (typically 50+) — $4,000 - $7,000, covering retirement, estate, and tax planning, including business planning for business owners.
- Personal and Business Financial Advisory Plans for established business owners (5+ years in business, $1M+ annual revenue) — $7,000 - $25,000, including cash flow management, employee compensation, business succession, and employee benefit consulting.
One-Time Plan:$500 - $25,000
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