Turner Wealth Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$84,366,000
Clients
84
Advisors
2
of 2 employees
About
Turner Wealth Advisory provides discretionary portfolio management and financial planning consulting to individuals, high net worth individuals, and trusts, typically serving clients through managed accounts and an asset-allocation program delivered via a third‑party platform. The firm requires a $500,000 account minimum and prepares written investment policy statements tailored to each client’s objectives and restrictions.
The firm’s investment approach is individualized and may incorporate asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading, with accounts reviewed at least quarterly and monitored against client risk profiles. Turner Wealth relies on an Advisor Services relationship for portfolio management, trade processing, reporting, and access to institutional‑class mutual funds, and it discloses potential tax implications and use of third‑party service providers that employ artificial intelligence or machine learning.
A distinctive feature is the firm’s affiliation with a separate accounting practice: the principal is a licensed CPA who maintains an accounting firm and the two entities may refer clients to one another, with the principal allocating a substantial portion of time to accounting services. The firm also does not aggregate or block client trades and recommends established custodians (e.g., Schwab or Vanguard) for account custody and execution, practices that can differ from many peers.
Client services
Expertise
Fee options
Financial planning fixed fees range from $1,000 to $10,000 per project
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.30%
Hourly financial planning fees range from $150 to $500 per hour
Account minimum: $500,000 Minimum fee: $5,000 minimum account fee annually Fee-only: Financial planning fixed fees $1,000 to $10,000 per project; hourly fees $150 to $500 per hour
Main office
4396 Earney Road
Woodstock GA 30188
Advisors at this office
2
Most active in
Georgia
Also doing business as
Turner Wealth Advisory · Turner Wealth Advisory, 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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Advisors at this firm
William T
CFP®, ChFC®, Series 65
Woodstock, GA
Turner Wealth Advisory
William Turner is a CFP®, ChFC®, and Series 65 licensed advisor with eight years of industry experience. He is principal at Turner Wealth Advisory in Woodstock, GA, and also operates Turner and Associates C.P.A, P.C., a tax accounting practice. Prior to founding his firms, he worked at Deloitte Tax LLP for one year. Turner Wealth Advisory provides discretionary portfolio management and financial planning services primarily to individuals, high net worth clients, and trusts. The firm employs a tailored investment approach that includes asset allocation, dollar-cost averaging, and both long- and short-term trading, with accounts monitored against client risk profiles on a quarterly basis.
Kristin G
ChFC®
Woodstock, GA
Turner Wealth Advisory
Kristin Gerdvil is a ChFC® with two years of experience, currently serving as a financial advisor at Turner Wealth Advisory. She also has a longstanding role at Turner & Associates, CPA PC, a tax accounting practice where she spends a significant portion of her time. Turner Wealth Advisory provides investment management and financial planning services to individuals, high-net-worth clients, and trusts, utilizing tailored asset-allocation strategies and regular account reviews. The firm integrates outsourced portfolio management with in-house tax and planning resources through its affiliation with a separate CPA practice.
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