Turner Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$4,316,031
Clients
21
Advisors
1
of 1 employees
About
Turner Financial serves high-net-worth individuals as well as pension and profit-sharing plan sponsors, charitable organizations, and businesses, offering wealth management, comprehensive financial planning, and Retirement Plan Consulting (providing services as an ERISA 3(21) fiduciary). The firm provides discretionary investment management, ongoing financial planning engagements, and employer-plan advice that can include investment policy development, investment review, fee analysis, and participant education.
The firm’s investment approach uses fundamental and value-oriented analysis combined with asset allocation across active and passive vehicles, with portfolios monitored and rebalanced on an ongoing basis and formal account reviews typically conducted quarterly. Clients may impose written restrictions on specific securities or sectors, and Turner Financial generally implements strategies under limited discretionary authority granted by clients.
What is distinctive is the firm’s formal Retirement Plan Consulting and 3(21) fiduciary role for employer plans—an offering that is less common among solo independent advisers—and its focus on plan sponsors and high-net-worth clients rather than a mass-market individual client base. Turner Financial operates as a fee-only adviser, does not accept sales-based compensation or sell insurance products despite a licensed principal, and leaves proxy voting responsibility with clients.
Client services
Expertise
Occupation focus
Fee options
$0 - $250,000: 1.20% $250,001 - $500,000: 1.10% $500,001 - $750,000: 1.00% $750,001 - $1,000,000: 0.90% $1,000,001 - $1,250,000: 0.80% $1,250,001 - $1,500,000: 0.70% $1,500,001 - $1,750,000: 0.60% $1,750,001 - $2,000,000: 0.50% $2,000,001 - $5,000,000: 0.40% $5,000,001 - $10,000,000: 0.30% $10,000,001+: 0.25%
Fee-only: Initial fee ranging from $500 to $10,000 for comprehensive financial plan; ongoing monthly fees ranging from $500 to $10,000 for ongoing financial planning, fees are negotiable
Main office
11060 Oak St, Suite 1
Omaha NE 68144
Advisors at this office
1
Most active in
Iowa · Nebraska
Also doing business as
Turner Financial · Turner Financial LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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