Bryce Turrentine
Advisor at Turrentine Financial Services LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Turrentine Financial Services LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Turrentine Financial Services LLC
Location
Stigler, OK 74462
Credentials
CFP®
Industry experience
3 years
Bryce Turrentine is a CFP® professional with three years of experience in financial advising. He is the principal of Turrentine Financial Services LLC, an independent firm he has led since 2022. In addition to his advisory role, he has been involved in tax preparation and planning through Turrentine Tax Service since 2015. Turrentine Financial Services LLC is a fee-only, single-advisor firm managing approximately $6.5 million across around 35 client relationships. The firm serves individuals, high net-worth clients, and businesses by providing discretionary portfolio management and financial planning, primarily using diversified, asset-allocation strategies with low-cost index funds and ETFs.
Based on Turrentine Financial Services LLC
Project-Based Financial Planning fixed fees up to $1,800; Retirement Planning Package flat fee $1,000
$0 - $119,999: 1.75% $120,000 - $399,999: 1.50% $400,000 - $799,999: 1.25% $800,000 - $2,999,999: 1.00% $3,000,000+: Negotiable
$200 per hour for Project-Based Financial Planning
Ongoing Financial Planning fixed fee $200 - $400 per month (negotiable); Kickstart Package $150 per month ($1,800 annually)
Fee-only: Ongoing Financial Planning: $200 - $400 per month (negotiable); Project-Based Financial Planning: fixed fees up to $1,800; hourly rate $200; Retirement Planning Package: flat fee $1,000
607 E Main Street
Stigler, OK 74462
Oklahoma
Turrentine Financial Service
2022 - Present (4 years)
Turrentine Tax Service
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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