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
Pace, FL 32571-1810
Credentials
Series 63, Series 65
Industry experience
22 years
Scott Klaassen is a financial advisor at Turner Financial Group, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Claraphi Advisory Network, LLC, Constellation Trust Company, and Northern Lights Distributors, LLC. Klaassen has been with Turner Financial Group since 2021. 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, along with offering planning-focused services and public educational seminars.
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.
4366 5 Th Avenue
Pace, FL 32571-1810
Florida
Turner Financial Group, Inc
2021 - Present (5 years)
Claraphi Advisory Network, LLC
2017 - 2021 (4 years)
Constellation Trust Company
2015 - 2017 (2 years)
Northern Lights Distributors, Llc
2008 - 2017 (9 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, Series 66
Milton, FL
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Series 63, Series 65
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Series 63, Series 65
Pensacola, FL
Guernsey Financial, LLC
Series 65
Pace, FL
Alpha Advisors, LLC
Series 65
Pensacola, FL
Armada Advisors
Series 63, Series 65, Series 66
Pensacola, FL
The Retirement Planners, USA, LLC
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