Turner Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,316,031
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
21
5% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
21
TypicalAverage account size
$205,525
About
Turner Financial serves high-net-worth individuals as well as pension and profit-sharing plan sponsors, charitable organizations, and businesses, offering wealth management, comprehensive financial planning, and Retirement Plan Consulting (providing services as an ERISA 3(21) fiduciary). The firm provides discretionary investment management, ongoing financial planning engagements, and employer-plan advice that can include investment policy development, investment review, fee analysis, and participant education.
The firm’s investment approach uses fundamental and value-oriented analysis combined with asset allocation across active and passive vehicles, with portfolios monitored and rebalanced on an ongoing basis and formal account reviews typically conducted quarterly. Clients may impose written restrictions on specific securities or sectors, and Turner Financial generally implements strategies under limited discretionary authority granted by clients.
What is distinctive is the firm’s formal Retirement Plan Consulting and 3(21) fiduciary role for employer plans—an offering that is less common among solo independent advisers—and its focus on plan sponsors and high-net-worth clients rather than a mass-market individual client base. Turner Financial operates as a fee-only adviser, does not accept sales-based compensation or sell insurance products despite a licensed principal, and leaves proxy voting responsibility with clients.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Wealth management
Business ownership considerations
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Fee options
$0 - $250,000: 1.20% $250,001 - $500,000: 1.10% $500,001 - $750,000: 1.00% $750,001 - $1,000,000: 0.90% $1,000,001 - $1,250,000: 0.80% $1,250,001 - $1,500,000: 0.70% $1,500,001 - $1,750,000: 0.60% $1,750,001 - $2,000,000: 0.50% $2,000,001 - $5,000,000: 0.40% $5,000,001 - $10,000,000: 0.30% $10,000,001+: 0.25%
Fee-only: Initial fee ranging from $500 to $10,000 for comprehensive financial plan; ongoing monthly fees ranging from $500 to $10,000 for ongoing financial planning, fees are negotiable
Main office location
Turner Financial
11060 Oak St, Suite 1
Omaha NE 68144, United States
Number of offices
1
Most active in
Turner Financial has reported serving >5 clients in these states in the last 12 months.
Iowa · Nebraska
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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