Turner Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$217,467,192
Clients
547
Advisors
8
across 7 offices
About
Turner Financial Group serves individuals, families, high‑net‑worth clients and charitable organizations through an eight‑adviser team managing roughly $230 million in client assets. The firm provides concierge and comprehensive financial planning, discretionary asset management using model portfolios, and sub‑advisory and implementation services for third‑party advisers.
Investment programs employ a blend of analytical approaches (fundamental, technical and cyclical) and are implemented via the firm’s Precision Portfolio Solutions model portfolios; many client accounts are managed on a discretionary basis with periodic monitoring and rebalancing. Turner also offers an Optimizer service to review and make written recommendations for employer‑sponsored retirement plan options and provides ongoing plan implementation and annual review options.
What is noteworthy relative to peers is that Turner operates under multiple DBAs across more than five office locations and conducts public educational seminars and workshops, practices that are less common for team firms. The firm also provides sub‑advisory services and places clients with third‑party money managers under disclosed referral arrangements (a disclosed potential conflict of interest), and it transitioned to SEC registration following a 2021 change in ownership.
Client services
Expertise
Fee options
Flat fees for Financial Projects from $297 to $4,997; Annual review fees $250-$1,500; seminars/workshops fees $0-$175.
$1 - $250,000: 1.75% $250,000 - $500,000: 1.55% $500,000 - $750,000: 1.35% $750,000 - $1,000,000: 1.15% $1,000,000 - $2,000,000: 0.95% $2,000,000+: 0.75%
Certain persons are licensed insurance agents earning commissions separately from advisory fees.
Hourly fees for Concierge Financial Planning Services from $150 to $350 per hour.
Fee-only: Financial planning fees: hourly $150-$350/hour; flat fees $297-$4,997 for projects/plans; annual review $250-$1,500; seminars $0-$175 per household/attendee.
Main office
See office4366 5th Avenue
Pace FL 32571-1810
Advisors at this office
2
Offices (7)
Pace, FL
4366 5th Avenue, Pace, FL 32571-1810
2 advisors
Lewes, DE Coastal Highway 2nd
18422 Coastal Highway 2nd Floor Suite 203, Lewes, DE 19958
1 advisor
Newport Beach, CA
Newport Beach, CA
1 advisor
Rehoboth Beach, DE
Rehoboth Beach, DE
1 advisor
San Rafael, CA
4040 Civic Center Drive Suite 200, San Rafael, CA 94903
1 advisor
Syosset, NY
Syosset, NY
1 advisor
Tulsa, OK
8023 East 63rd Place Suite 540, Tulsa, OK 74133
1 advisor
Most active in
Alabama · Arizona · California · Colorado · Delaware · Florida · Louisiana · New Jersey · New York · Oklahoma · Oregon · Pennsylvania · South Carolina · Texas · Virginia · Washington
Also doing business as
Andalus Capital, LLC. · Dedicated Financial LLC · Gf Thomas Advisory Group · Seelan Wealth Strategies · Turner Financial Group, Inc.
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)