Timothy Michael Murphy
Investment adviser representative at Simplicity Wealth
20 yearsExperience
1 stateRegistered in
$4.3BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- Simplicity WealthApr 2026 to now
- Summit Group Wealth AdvisorsApr 2026 to now
- Murphy Enterprises Inc., dba Tim Murphy InsuranceNov 2006 to now
- Connect Financial LLCAug 2022 to Mar 2026
- Dfpg Investments, LLCMar 2021 to Aug 2022
- Ars Investment Advisors, Inc.May 2018 to Feb 2021
- Allegis Investment Services, LLCMay 2014 to Apr 2019
- Allegis Investment Advisors, LLCFeb 2012 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (UT).
Simplicity Wealth
Legal name: Simplicity Wealth LLC
$4.3BAssets managed
8,494Clients
251Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5898184
- Firm CRD
- 300572