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
ChFC®, Series 63, Series 65
Industry experience
25 years
Flat fees for Financial Projects start at $297; Comprehensive plans from $597 to $4,997; Annual review fees $250 to $1,500.
$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%
Some persons licensed as insurance agents earn commissions on insurance products sold, separate from advisory fees.
Hourly rates for Concierge Financial Planning Services range from $150 to $350 per hour.
Fee-only: Financial planning fees: $150 to $350 per hour; flat fees from $297 to $4,997 depending on scope; Annual review fees $250 to $1,500.
Turner Financial Group, Inc. DBA Seelan Wealth Strategies
2023 - Present (3 years)
CLARAPHI ADVISORY NETWORK, LLC DBA Seelan Wealth Strategies
2022 - 2023 (1 year)
Coastal Investment Advisors
2021 - 2022 (1 year)
S&Z Realty
2021 - Present (5 years)
West East International Marketing and Consulting, LLC
2019 - Present (7 years)
Green Hill Management
2019 - Present (7 years)
Advanced Tax Consulting, LLC
2016 - Present (10 years)
Claraphi Advisory Network, LLC
2016 - 2021 (5 years)
Real Time Management, LLC
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Pace, FL
Edward Jones
Series 66
Pace, FL
Edward Jones
Series 63, Series 66
Cantonment, FL
Fidelity
Jeffrey Knisley is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments. In this role, he partners with clients and their Wealth Management Advisors to design, implement, and monitor customized investment strategies aimed at achieving long-term investment goals. Jeffrey has been with Fidelity Investments since 1998, holding various positions including Senior Portfolio Specialist, Senior Investment Consultant, Assigned Relationship Manager, Fixed Income Specialist, Premium Service Representative, and Service and Trading Specialist. His extensive experience within the firm reflects a deep knowledge of investment management and client service. Outside of his professional work, Jeffrey enjoys activities such as spending time at the beach, family activities, fitness, football, running, and volunteering.
Series 66
Pace, FL
Edward Jones
CFP®, Series 63, Series 66
Pensacola, FL
Edward Jones
Series 66
Pace, FL
Edward Jones
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