Advisor at Modern Wealth Management, LLC
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Firm
Modern Wealth Management, LLC
Location
Mesa, AZ 85201
Credentials
Series 65
Industry experience
3 years
David Turley is a financial advisor at Modern Wealth Management, LLC with three years of industry experience. He holds a Series 65 credential and has worked previously at Summit Global Investments and Galloway Asset Management LLC. In addition to advising, he prepares tax returns for individuals and businesses through his separate tax preparation business, DT Financial LLC. Modern Wealth Management serves a diverse client base including individuals, trusts, pension and retirement plans, charitable organizations, broker-dealers, and corporations. The firm offers integrated investment advisory and financial planning services supported by a centralized portfolio management model and specialized plan services.
Based on Modern Wealth Management, LLC
Based on Modern Wealth Management, LLC
Estate plan funding services fees range from $500 to $15,000; some planning services may be flat fees
$0 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000 - $2,999,999: 1.00% $3,000,000 - $4,999,999: 0.75% $5,000,000 - $9,999,999: 0.65% $10,000,000+: 0.55%
Account minimum: $250,000 Fee-only: Financial planning fees range from $2,500 to $10,000 for standalone plans; modular planning fees offered; tax planning fees negotiated separately; estate planning fees may be flat fees or hourly with third parties
1138 N Alma School Rd
Mesa, AZ 85201
Arizona
Modern Wealth Management, LLC
2025 - Present (1 year)
DT Financial LLC
2025 - Present (1 year)
Summit Global Investments
2023 - 2025 (2 years)
Galloway Asset Management LLC
2022 - 2023 (1 year)
Tax Express PLLC
2018 - 2025 (7 years)
Banner Health
2017 - 2018 (1 year)
Church Service Mission
2017 - 2019 (2 years)
Panera Bread
2016 - 2017 (1 year)
Papa Johns
2016 - 2016 (1 year)
School
2013 - 2017 (4 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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.
CFP®, Series 63, Series 65, Series 66
Mesa, AZ
Larson Wealth Management, LLC
CFP®, Series 63, Series 66
Scottsdale, AZ
Echelon Private Wealth LLC
CFP®, Series 65
Gilbert, AZ
Kingdom Wealth Advisers
Series 65
Phoenix, AZ
Betts LLC
Series 66
Chandler, AZ
Vibrant Wealth
CFP®, Series 63
Scottsdale, AZ
Musser Financial Planning, LLC
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