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- Custodian
- Charles Schwab & Company · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-25-2018
- Office Locations
- 1
Office Locations
About Turner Wealth Advisory
Turner Wealth Advisory is an independent, fee-only fiduciary wealth management firm in Woodstock, GA within The Turner Firms’ integrated legal and CPA platform. The team delivers coordinated investment and retirement planning alongside estate planning, tax strategy, and accounting support for individuals, families, and small businesses across North Georgia. Differentiator for partners: in-house tax and legal expertise (including AV-rated attorneys) enabling tightly aligned planning and implementation.
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Owner & Executives
WILLIAM DAVID TURNER
Chief Compliance Officer, MANAGING PRINCIPAL, Wealth Advisor
- CRD
- #5934413
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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KRISTIN GERDVIL
Partner
- CRD
- #7729961
Showing 1 of 2 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,000,000 | -- |
| Non-Discretionary | $143,000 | -- |
| Total | $90,143,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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