A complete list of active advisors currently associated with Turner Wealth Advisory

Warmer can help you find a great advisor at Turner Wealth Advisory or one who fits your needs even better.

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.

To learn more about the advisors currently working at Turner Wealth Advisory, 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.