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
Lewes, DE 19958
Credentials
Series 63, Series 66
Industry experience
15 years
Ryan Filiaggi is a financial advisor at Turner Financial Group, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including IP Financial Advisory Services LLC and Newbridge Securities Corporation. Filiaggi is also a licensed insurance agent in Delaware. 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 for about 500 clients through a team of eight advisors, using model-based 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.
17527 Nassau Commons Blvd., Suite 111
Lewes, DE 19958
Delaware
Turner Financial Group
2024 - Present (2 years)
SGL Financial, LLC
2024 - Present (2 years)
IP Financial Advisory Services LLC
2020 - 2024 (4 years)
Innovation Partners LLC
2020 - 2024 (4 years)
Newbridge Securities Corporation
2018 - 2020 (2 years)
Citizens Securities Inc.
2017 - 2018 (1 year)
Citizens bank
2017 - 2018 (1 year)
Citizens Securities, Inc
2015 - 2017 (2 years)
Citizens Bank
2015 - 2017 (2 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
Series 63, Series 65
Milford, DE
Atlantic Advisors, Inc.
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
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")