Turrentine Financial Services LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$9,863,295
Total clients
39
5% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
39
Average account size
$252,905
About
Turrentine Financial Services LLC provides investment management and financial planning to individuals, high‑net‑worth clients, and corporations or other businesses. The firm operates on a fee‑only basis and offers both ongoing and project‑based planning alongside discretionary portfolio management, with asset‑based (percentage‑of‑AUM) advisory fees for managed accounts.
The firm implements asset allocation and Modern Portfolio Theory principles and primarily uses passive investments such as index mutual funds and ETFs, while also applying fundamental analysis and mutual fund/ETF screening when appropriate. Accounts are managed on a discretionary basis with an emphasis on longer‑term holdings, periodic (quarterly) reviews, and the ability for clients to impose reasonable investment restrictions; financial plans are delivered in writing for planning engagements.
A distinctive feature is the firm’s relationship with a family‑run tax preparation business: the adviser has an ongoing role as a tax preparer and the adviser refers clients to that tax practice and also offers tax preparation services to advisory clients, with such services disclosed as separate and potentially conflict‑creating and mitigated through disclosure and client choice. As a small, solo CFP®‑led practice managing under $10 million for a modest client base, the firm also emphasizes integrated planning options (including defined packages for ongoing or project work) that may appeal to clients seeking closer coordination between tax preparation and financial planning.
Client services
Financial planning
Portfolio management
Expertise
Business sale tax planning
Debt management
College savings (529s, UTMA, etc.)
Retirement income strategy
General estate planning guidance
Fee options
Project-Based Financial Planning fixed fees up to $1,800; Retirement Planning Package flat fee $1,000
$0 - $119,999: 1.75% $120,000 - $399,999: 1.50% $400,000 - $799,999: 1.25% $800,000 - $2,999,999: 1.00% $3,000,000+: Negotiable
$200 per hour for Project-Based Financial Planning
Ongoing Financial Planning fixed fee $200 - $400 per month (negotiable); Kickstart Package $150 per month ($1,800 annually)
Fee-only: Ongoing Financial Planning: $200 - $400 per month (negotiable); Project-Based Financial Planning: fixed fees up to $1,800; hourly rate $200; Retirement Planning Package: flat fee $1,000
Main office location
Turrentine Financial Services LLC
607 E Main Street
Stigler OK 74462, United States
Number of offices
1
Most active in
Turrentine Financial Services LLC has reported serving >5 clients in these states in the last 12 months.
Oklahoma
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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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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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
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