A complete list of active advisors currently associated with Turnbull Financial Services LLC

Warmer can help you find a great advisor at Turnbull Financial Services LLC or one who fits your needs even better.

Turnbull Financial Services LLC is a California‑registered independent investment adviser that provides discretionary portfolio management to individuals, high‑net‑worth clients, trusts, and estates. The firm manages approximately $3.65 million across about 15 client relationships and typically implements portfolios using low‑cost mutual funds and exchange‑traded funds. The adviser develops customized strategies through continuous personal client contact, establishing asset allocation and portfolio construction based on each client’s goals and risk tolerance; it employs both fundamental and technical analysis and generally favors long‑term holdings while permitting shorter‑term trades for rebalancing or cash needs. Portfolios are typically implemented on the Orion platform, and the firm may recommend unaffiliated independent managers on that platform while performing initial and ongoing oversight and due diligence. Distinctive features include its small, solo‑practitioner scale paired with use of institutional platforms—Turnbull participates in Schwab Advisor Services and receives software and support benefits that the brochure discloses may create a custodial conflict of interest. The adviser also maintains a licensed insurance practice and may receive commissions for insurance products (spending less than 20% of business time on that activity), a separate‑business disclosure noted alongside a reported absence of disciplinary history.

To learn more about the advisors currently working at Turnbull Financial Services LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.