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Turner Wealth Advisory

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Client assets under management

$84,366,000

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Clients

84

77% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

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Clients per advisor

42

Typical

Average account size

$1,004,357

About

Turner Wealth Advisory provides discretionary portfolio management and financial planning consulting to individuals, high net worth individuals, and trusts, typically serving clients through managed accounts and an asset-allocation program delivered via a third‑party platform. The firm requires a $500,000 account minimum and prepares written investment policy statements tailored to each client’s objectives and restrictions.

The firm’s investment approach is individualized and may incorporate asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading, with accounts reviewed at least quarterly and monitored against client risk profiles. Turner Wealth relies on an Advisor Services relationship for portfolio management, trade processing, reporting, and access to institutional‑class mutual funds, and it discloses potential tax implications and use of third‑party service providers that employ artificial intelligence or machine learning.

A distinctive feature is the firm’s affiliation with a separate accounting practice: the principal is a licensed CPA who maintains an accounting firm and the two entities may refer clients to one another, with the principal allocating a substantial portion of time to accounting services. The firm also does not aggregate or block client trades and recommends established custodians (e.g., Schwab or Vanguard) for account custody and execution, practices that can differ from many peers.

Client services

Financial planning Portfolio management

Expertise

Annuities

Fee options

Fixed

Financial planning fixed fees range from $1,000 to $10,000 per project

Percentage

$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.30%

Project-based

Hourly financial planning fees range from $150 to $500 per hour

Other

Account minimum: $500,000 Minimum fee: $5,000 minimum account fee annually Fee-only: Financial planning fixed fees $1,000 to $10,000 per project; hourly fees $150 to $500 per hour

Main office location

Turner Wealth Advisory

4396 Earney Road

Woodstock GA 30188, United States

Number of offices

1

Most active in

More info

Georgia

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 770-751-9296

Advisors at this firm

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William T

CFP®, ChFC®, Series 65

Woodstock, GA

Turner Wealth Advisory

William Turner is a CFP®, ChFC®, and Series 65-registered advisor with eight years of industry experience. He is principal of Turner Wealth Advisory in Woodstock, GA, and also operates a tax accounting practice, Turner and Associates C.P.A., P.C., where he spends the majority of his time. His prior experience includes work at Deloitte Tax LLP and the University of Georgia. Turner Wealth Advisory provides investment management and financial planning services to individuals, high-net-worth clients, and trusts. The firm uses tailored asset-allocation strategies and offers managed discretionary accounts, combining outsourced portfolio services with in-house tax and planning resources.

Annuities
user avatar

Kristin G

ChFC®

Woodstock, GA

Turner Wealth Advisory

Kristin Gerdvil is a ChFC® with two years of experience, currently serving as a financial advisor at Turner Wealth Advisory. She also has a longstanding role at Turner & Associates, CPA PC, a tax accounting practice where she spends a significant portion of her time. Turner Wealth Advisory provides investment management and financial planning services to individuals, high-net-worth clients, and trusts, utilizing tailored asset-allocation strategies and regular account reviews. The firm integrates outsourced portfolio management with in-house tax and planning resources through its affiliation with a separate CPA practice.

Annuities
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