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Bryce Turrentine

Advisor at Turrentine Financial Services LLC

Updated today
Turrentine Financial Services LLC logo

Firm

Turrentine Financial Services LLC

Location

Stigler, OK 74462

Credentials

CFP®

Industry experience

3 years

About

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.

Client services

Based on Turrentine Financial Services LLC

Financial planning Portfolio management

Expertise

Based on Turrentine Financial Services LLC

Business sale tax planning Debt management College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance

Fee options

Fixed

Project-Based Financial Planning fixed fees up to $1,800; Retirement Planning Package flat fee $1,000

Percentage

$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

Project-based

$200 per hour for Project-Based Financial Planning

Subscriptions

Ongoing Financial Planning fixed fee $200 - $400 per month (negotiable); Kickstart Package $150 per month ($1,800 annually)

Other

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

Location

607 E Main Street

Stigler, OK 74462

Most active in

Oklahoma

Work history

Turrentine Financial Service

2022 - Present (4 years)

Turrentine Tax Service

2015 - Present (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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