United Planners' Financial Services of America a Limited Partner
43yrs
Top advisor by experience in Bulverde
15yrs
Stephen Murphy
Financial advisor at Strategic Advisers
Based in Bulverde, Texas, Stephen Murphy is a fiduciary financial advisor with 15 years of industry experience. Stephen joined Strategic Advisers in 2025, after seven years at Fidelity Personal and Workplace Advisors and a year at Wells Fargo Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 15 advisors with offices in Bulverde, and one of 12 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?Top 25% by experience at Strategic Advisers
OfficeBulverde, TX
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2016 – 2018Strategic Advisers LLCPreviously
- Oct 2011 – Aug 2012Wells Fargo Clearing Services, LLCPreviously
Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Stephen
How do I contact Stephen?
Call Strategic Advisers at (617) 563-7000 and ask for Stephen Murphy. Stephen works from the Bulverde, TX office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2011, about 15 years. Top 25% by experience at Strategic Advisers.
What licenses does Stephen hold?
Series 66. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Stephen for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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