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Kathleen Marie Murray

Dynamic Wealth Advisors

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About Kathleen Marie Murray

Kathleen Murray is a Certified Financial Planner® and an Investment Advisor Representative at Dynamic Wealth Advisors. Kathleen has been in the industry for over 10 years, and has a wide range of experience in financial planning, portfolio management, and tax preparation. Dynamic Wealth Advisors is a fee-only firm that provides financial advice to individuals, families, businesses, and non-profit organizations. The firm also offers tax preparation services, which Kathleen provides to her clients. Kathleen is committed to providing her clients with personalized advice and guidance that helps them reach their financial goals.

Firm Information

Kathleen Murray is currently registered with Dynamic Wealth Advisors. Dynamic Wealth Advisors is an investment advisor headquartered in Phoenix, Arizona, managing over $4.8 billion in assets for individuals, corporations, charitable organizations, pension plans, and other institutions. The firm provides financial planning, portfolio management, and other advisory services, including educational seminars and model portfolio services for third-party programs. They are licensed in multiple states across the US and serve clients nationwide.
Dynamic Wealth Advisors

2415 EAST CAMELBACK ROAD

PHOENIX, AZ 85016

$4.83B

Assets Under Management

60

Total Clients

89

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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model portfolio adviser services for third party program

Model portfolio adviser services for third party program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Asset-based and flat fees for model portfolio adviser services

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Kathleen Murray’s Registration & Firm History

AZ

09/28/2010 - Present

Dynamic Wealth Advisors (PHOENIX AZ)

AZ

10/08/2008 - 12/10/2008

SYNERGY INVESTMENT GROUP, LLC (PHOENIX AZ)

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Licenses & Designations

IA

Issued 06/27/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/07/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kathleen Marie Murray.
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