TURNER WEALTH ADVISORY

Overview

Turner Wealth Advisory is an independent registered investment adviser that focuses on serving individuals and families with financial planning and portfolio management for individuals and small businesses. The firm runs a fee model that includes percentage-of-AUM billing alongside hourly and fixed-fee engagements, and it operates primarily as a discretionary manager — nearly all client assets are managed under discretionary authority. The practice favors equity-oriented allocations delivered through exchange-traded instruments, supplemented by traditional mutual funds and annuities for clients who need those wrappers or liability-matching vehicles. Turner Wealth Advisory does not present itself as an active ESG investor, and it does not position itself as a capital allocator to proprietary private funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices