Turloff Financial Consulting Inc.

Overview

Turloff Financial Consulting Inc. is an independent Registered Investment Adviser organized as a corporation and owned by an individual. The firm registered with the SEC in 2021 and focuses on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee model is mixed: percentage-of-AUM billing supplemented by hourly and fixed-fee engagements, reflecting a hybrid advisory relationship that can accommodate project work as well as ongoing asset management. The firm is not positioned as a capital allocator and does not identify as an active ESG investor or a multi-state adviser. Turloff identifies as an advisory practice rather than a broker-dealer or pension consultant, and it lists affiliation activity consistent with a small independent RIA structure. Investment decisions appear primarily client-driven and executed within managed accounts rather than through in-house alternative fund sponsorship.

Assets & Accounts

Public Holdings

Investments & Alternatives