Turner Financial Group, Inc. logo

Turner Financial Group, Inc.

Updated today

Client assets under management

$217,467,192

Clients

547

10% high-net-worth

Advisors

8

of 12 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

68

Typical

Average account size

$397,563

About

Turner Financial Group serves individuals, families, high‑net‑worth clients and charitable organizations through an eight‑adviser team managing roughly $230 million in client assets. The firm provides concierge and comprehensive financial planning, discretionary asset management using model portfolios, and sub‑advisory and implementation services for third‑party advisers.

Investment programs employ a blend of analytical approaches (fundamental, technical and cyclical) and are implemented via the firm’s Precision Portfolio Solutions model portfolios; many client accounts are managed on a discretionary basis with periodic monitoring and rebalancing. Turner also offers an Optimizer service to review and make written recommendations for employer‑sponsored retirement plan options and provides ongoing plan implementation and annual review options.

What is noteworthy relative to peers is that Turner operates under multiple DBAs across more than five office locations and conducts public educational seminars and workshops, practices that are less common for team firms. The firm also provides sub‑advisory services and places clients with third‑party money managers under disclosed referral arrangements (a disclosed potential conflict of interest), and it transitioned to SEC registration following a 2021 change in ownership.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

General retirement planning Income planning Social Security optimization Wealth management Tax-loss harvesting

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Fee options

Fixed

Flat fees for Financial Projects from $297 to $4,997; Annual review fees $250-$1,500; seminars/workshops fees $0-$175.

Percentage

$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%

Commissions

Certain persons are licensed insurance agents earning commissions separately from advisory fees.

Project-based

Hourly fees for Concierge Financial Planning Services from $150 to $350 per hour.

Other

Fee-only: Financial planning fees: hourly $150-$350/hour; flat fees $297-$4,997 for projects/plans; annual review $250-$1,500; seminars $0-$175 per household/attendee.

Main office location

Turner Financial Group, Inc.

4366 5 Th Avenue

Pace FL 32571-1810, United States

Number of offices

7

Most active in

Alabama · Arizona · California · Colorado · Delaware · Florida · Louisiana · New Jersey · New York · Oklahoma · Oregon · Pennsylvania · South Carolina · Texas · Virginia · Washington

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Scott K

Series 63, Series 65

Pace, FL

Turner Financial Group, Inc.

Scott Klaassen is a financial advisor at Turner Financial Group, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Claraphi Advisory Network, LLC, Constellation Trust Company, and Northern Lights Distributors, LLC. Klaassen has been with Turner Financial Group since 2021. Turner Financial Group provides investment advice and financial planning to individuals, families, high-net-worth clients, and charitable organizations. The firm manages approximately $171 million in discretionary assets through a team of eight advisors, using model-based portfolio allocations and a combination of fundamental, technical, and cyclical analysis, along with offering planning-focused services and public educational seminars.

General retirement planning Income planning Social Security optimization Wealth management Tax-loss harvesting
user avatar

Leonard H

CFP®, Series 65

Rehoboth Beach, DE

Turner Financial Group, Inc.

Leonard Hayduchok is a CFP® professional with 18 years of experience in financial services. He is currently with Turner Financial Group, Inc. and has held roles at several firms including Dedicated Senior Advisors and SGL Financial, LLC. Turner Financial Group provides investment advice and financial planning to individuals, families, high-net-worth clients, and charitable organizations. The firm manages approximately $171 million in discretionary assets through a team of eight advisors, using model-based portfolio allocations and a combination of fundamental, technical, and cyclical analysis.

General retirement planning Income planning Social Security optimization Wealth management Tax-loss harvesting
user avatar

Mohammed G

Series 65

Syosset, NY

Turner Financial Group, Inc.

Mohammed Ghouri is a financial advisor at Turner Financial Group, Inc. with 10 years of industry experience. He holds a Series 65 designation and has previously worked at Claraphi Advisory Network and Andalus Capital, LLC. Ghouri serves as a member of the International Board of Directors and Director of Alumni Relations at the TANDON School of Engineering at NYU, and he is also on the Board of Advisors for Future First Energy, where he provides coaching and strategic guidance. Turner Financial Group offers investment advice and financial planning to individuals, families, high-net-worth clients, and charitable organizations. The firm manages approximately $171 million in discretionary assets across about 500 clients, utilizing model-based portfolio allocations combined with fundamental, technical, and cyclical analysis, and provides a range of planning and implementation services.

General retirement planning Income planning Social Security optimization Wealth management Tax-loss harvesting
user avatar

Gary T

CFP®, Series 63

San Rafael, CA

Turner Financial Group, Inc.

Gary Thomas is a CFP® with 40 years of experience in the financial services industry. He is currently with Turner Financial Group, Inc., where he has worked since 2023. His prior experience includes roles at Resource Investment Architects, Inc. and Investment Architects, Inc. He is also involved in independent insurance sales as a licensed insurance agent. Turner Financial Group serves individuals, families, high-net-worth clients, and charitable organizations with discretionary portfolio management, financial planning, and sub-advisory services. The firm manages approximately $171 million in assets with a team of eight advisors and utilizes model-based portfolio allocations combined with fundamental, technical, and cyclical analysis.

General retirement planning Income planning Social Security optimization Wealth management Tax-loss harvesting
user avatar

Thavaselan S

ChFC®, Series 63, Series 65

Tulsa, OK

Turner Financial Group, Inc.

Thavaselan Subramaniam is a financial advisor with Turner Financial Group, Inc. in Tulsa, OK, holding the ChFC® designation and Series 63 and 65 licenses. He has 25 years of industry experience and has worked at several firms, including Coastal Investment Advisors and Claraphi Advisory Network. Outside of advisory work, he is involved in organic crop consulting, tax services, agriculture industry consulting, and office management services. Turner Financial Group serves individuals, families, high-net-worth clients, and charitable organizations with discretionary portfolio management, financial planning, and sub-advisory services. The firm manages roughly $171 million in assets and uses model-based allocations combined with fundamental, technical, and cyclical analysis, offering both growth and principal preservation strategies.

General retirement planning Income planning Social Security optimization Wealth management Tax-loss harvesting
user avatar

Andrew T

Series 63, Series 65

Pace, FL

Turner Financial Group, Inc.

Andrew Tang is a financial advisor at Turner Financial Group, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Arete Wealth Advisors LLC, Legend Securities, Inc., and Claraphi Advisory Network, LLC. Outside of his advisory role, Tang is involved in business development for an apparel company called Real Snow Milk and is the principal content creator for EDIBLE econoMIX, a channel covering economic and market commentary. Turner Financial Group serves individuals, families, high-net-worth clients, and charitable organizations, managing approximately $171 million in discretionary assets. The firm employs model-based portfolio allocations and a combination of fundamental, technical, and cyclical analysis, offering services that include discretionary portfolio management, comprehensive financial planning, and sub-advisory referrals.

General retirement planning Income planning Social Security optimization Wealth management Tax-loss harvesting
user avatar

Shane S

Series 65

Lewes, DE

Turner Financial Group, Inc.

Shane Scott is a financial advisor at Turner Financial Group, Inc. in Lewes, DE, holding a Series 65 designation with five years of industry experience. His prior work includes roles at SGL Financial, LLC and Oxley Capital Management, LLC, as well as involvement with This and That Supplies LLC. Turner Financial Group provides investment advice and financial planning to individuals, families, high-net-worth clients, and charitable organizations, managing approximately $171 million in discretionary assets. The firm employs model-based portfolio allocations and a combination of fundamental, technical, and cyclical analysis, offering services that include discretionary portfolio management, sub-advisory referrals, and a range of planning-focused engagements.

General retirement planning Income planning Social Security optimization Wealth management Tax-loss harvesting
user avatar

Ryan F

Series 63, Series 66

Lewes, DE

Turner Financial Group, Inc.

Ryan Filiaggi is a financial advisor at Turner Financial Group, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including IP Financial Advisory Services LLC and Newbridge Securities Corporation. Filiaggi is also a licensed insurance agent in Delaware. Turner Financial Group provides investment advice and financial planning to individuals, families, high-net-worth clients, and charitable organizations. The firm manages approximately $171 million in discretionary assets for about 500 clients through a team of eight advisors, using model-based allocations and a combination of fundamental, technical, and cyclical analysis.

General retirement planning Income planning Social Security optimization Wealth management Tax-loss harvesting
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