Advisor at Turner Financial Group, Inc.
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
Turner Financial Group, Inc.
Location
San Rafael, CA 94903
Credentials
CFP®, Series 63
Industry experience
40 years
Gary Thomas is a CFP® with 40 years of experience in the financial services industry. He is currently with Turner Financial Group, Inc., where he has worked since 2023. His prior experience includes roles at Resource Investment Architects, Inc. and Investment Architects, Inc. He is also involved in independent insurance sales as a licensed insurance agent. Turner Financial Group serves individuals, families, high-net-worth clients, and charitable organizations with discretionary portfolio management, financial planning, and sub-advisory services. The firm manages approximately $171 million in assets with a team of eight advisors and utilizes model-based portfolio allocations combined with fundamental, technical, and cyclical analysis.
Based on Turner Financial Group, Inc.
Based on Turner Financial Group, Inc.
Flat fees for Financial Projects from $297 to $4,997; Annual review fees $250-$1,500; seminars/workshops fees $0-$175.
$1 - $250,000: 1.75% $250,000 - $500,000: 1.55% $500,000 - $750,000: 1.35% $750,000 - $1,000,000: 1.15% $1,000,000 - $2,000,000: 0.95% $2,000,000+: 0.75%
Certain persons are licensed insurance agents earning commissions separately from advisory fees.
Hourly fees for Concierge Financial Planning Services from $150 to $350 per hour.
Fee-only: Financial planning fees: hourly $150-$350/hour; flat fees $297-$4,997 for projects/plans; annual review $250-$1,500; seminars $0-$175 per household/attendee.
4040 Civic Center Drive, Suite 200
San Rafael, CA 94903
California
Turner Financial Group, Inc. DBA GF Thomas Advisory Group
2023 - Present (3 years)
CLARAPHI ADVISORY NETWORK, LLC DBA GF Thomas Advisory Group
2019 - 2023 (4 years)
Resource Investment Architects, Inc.
1997 - 2019 (22 years)
Investment Architects, Inc.
1989 - 2022 (33 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Accountant / CPA / tax prep
They offer tax and accounting 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.
Series 63, Series 65
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Madden Creek Advisors
CFP®, Series 63, Series 65
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CFP®, Series 66
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Jack Point Advisors, LLC
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