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
Rehoboth Beach, DE
Credentials
CFP®, Series 65
Industry experience
18 years
Leonard Hayduchok is a CFP® professional with 18 years of experience in financial services. He is currently with Turner Financial Group, Inc. and has held roles at several firms including Dedicated Senior Advisors and SGL Financial, LLC. Turner Financial Group provides investment advice and financial planning to individuals, families, high-net-worth clients, and charitable organizations. The firm manages approximately $171 million in discretionary assets through a team of eight advisors, using model-based portfolio allocations and a combination of 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.
Rehoboth Beach, DE
Arizona · Delaware · Florida · New Jersey · Pennsylvania · South Carolina · Texas · Virginia
Turner Financial Group, Inc.
2024 - Present (2 years)
Dedicated Benefits, LLC dba Dedicated Senior Advisors
2022 - Present (4 years)
Dedicated Financial Services - DE, LLC
2019 - Present (7 years)
Dedicated Financial Services, LLC
2017 - 2020 (3 years)
Dedicated Properties, LLC
2016 - Present (10 years)
SGL Financial, LLC
2013 - 2024 (11 years)
Dedicated Financial Services LLC
2012 - 2020 (8 years)
Dedicated Financial Services, LLC
2007 - Present (19 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 65
Rehoboth Beach, DE
Four Seasons Investment Management LLC
CFP®, CFA®, Series 66
Millville, DE
Breakwater Wealth Management
Series 63, Series 65
Millsboro, DE
Harding's Wealth Managers, Inc.
Series 63, Series 65
Lewes, DE
ARTAIS Capital Management, LLC
CFP®, Series 66
Lewes, DE
ECT Advisory, LLC
Series 63, Series 65
Millsboro, DE
Greenwich Financial Advisors, LLC
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