San Rafael, CA Office

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.