Jonathan Good
Advisor at Turning Point Financial
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 Turning Point Financial
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.
Location
Camp Hill, PA 17011
Credentials
Series 65
Industry experience
8 years
Jonathan Good is a financial advisor at Turning Point Financial with eight years of industry experience. He holds a Series 65 designation and has previously worked at Harvest Investment Services, LLC and WDC Advisors, LLC. Outside of his advisory role, he is involved with Wealth Development Council, LLC as a research assistant and agent. Turning Point Financial serves individual and high-net-worth clients, business owners, and employer retirement plans, offering financial planning, portfolio management, tax/accounting, and insurance solutions. The firm uses discretionary model portfolios, third-party sub-advisers, and integrates in-house tax and accounting services alongside its advisory practice.
Based on Turning Point Financial
Fixed financial planning fees range from $500 to $10,000 depending on complexity; average $3,000
$0 - $500,000: 1.60% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.75% $10,000,001 - And up: 0.65%
Insurance commissions for sales of fixed life, disability, and long-term care insurance products
Financial planning hourly fees range from $99 to $500 per hour depending on service level; tax consulting hourly rate starts at $250/hour
Fee-only: Financial planning fees: $500 to $10,000 fixed fee depending on complexity; average $3,000; hourly fees $99 to $500 per hour depending on service level
704 Lisburn Rd, Ste 101
Camp Hill, PA 17011
Pennsylvania
Turning Point Financial
2023 - Present (3 years)
WDC Advisors, LLC
2020 - Present (6 years)
Harvest Investment Services, LLC
2018 - 2020 (2 years)
Harrisburg Area Community College
2012 - 2017 (5 years)
Wealth Development Council, LLC
2012 - Present (14 years)
New Cumberland Public Library
2012 - 2019 (7 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.
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.
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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