John
Murphy

Somerset Group LLC

CRD#2240158
Investment Advisor
in Boca Grande, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

John Murphy is a financial advisor operating out of Boca Grande, Florida who has 9 years of industry experience. Murphy is currently employed by Somerset Group LLC. They have worked at Somerset Group Llc for their complete career. Murphy is approved to operate in Minnesota. Somerset Group LLC is an advisory firm that has its headquarters in Wayzata, MN. It has just four employees. It has $141 million in total assets among its 174 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 174 customer accounts, 36% are associated with high-net-worth investors who have more than $1 million in assets. The business has a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors are based on which services the firm provides the client. However, fee types charged by Somerset Group LLC typically consist of asset-based fees.

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

375 Park Avenue Suite 1
Boca Grande, FL 33921

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Somerset Group LLC Brokerage Details

Total Assets Under Management

$141,230,431

FL Average: $5,289,111,388
Total Number of Employees

4

FL Average: 157
Total Number of Accounts

174

FL Average: 8,262
Average Account Size

$811,669

FL Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

John Murphy Work History

John has been registered as a financial advisor for 9 years.*

2011 - Present (13 years)

Somerset Group LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Murphy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Somerset Group LLC

John Murphy
Boca Grande, FL
Arlene Kielley
Wayzata, MN
Julie Toelle
Boca Grande, FL
Cynthia Hansen
Wayzata, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started