White Turf Financial LLC.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$17,705,647
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
24
8% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
24
Average account size
$737,735
About
The firm serves individual clients, including high‑net‑worth individuals, by providing tailored portfolio management and both project‑based and ongoing financial planning; tax preparation is also offered separately by the firm’s principal. It charges advisory fees based on assets under management and manages individually constructed portfolios for a small client base (about two dozen households) with roughly $17.7 million in AUM.
Investment management is principally non‑discretionary, meaning the firm requires client authorization before making trades, and it primarily uses passive strategies built from index mutual funds and ETFs while also employing fundamental and cyclical analysis when appropriate. Clients can impose reasonable investment restrictions and may engage the firm for subscription‑style ongoing planning or standalone project plans.
Noteworthy aspects include the firm’s small scale and its predominance of non‑discretionary assets—a setup that is uncommon among similar independent advisers—and the principal’s combination of credentials (including CFP and CPA designations) alongside the separate offering of tax preparation services. The firm also relies on specific custodial platforms (Betterment and Schwab), does not aggregate trades across clients, and maintains policies (and disclosures) to address related conflicts of interest.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
General tax planning
Fee options
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,500,000: 0.80% $2,500,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,000+: 0.50%
Ongoing Financial Planning monthly fee ranges from $200 to $500 per month (depending on complexity and needs)
Minimum fee: Upfront charge of $750 - $2,500 for Ongoing Financial Planning (depending on complexity and needs) Fee-only: Project Based Financial Planning fixed fees range from $500 to $5,000 (negotiable)
Main office location
White Turf Financial LLC.
St Paul MN, United States
Number of offices
1
Most active in
White Turf Financial LLC. has reported serving >5 clients in these states in the last 12 months.
Colorado · Minnesota
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.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
Quick links
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