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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-20-2023
- Office Locations
- 1
Office Locations
About Turrentine Financial Services LLC
Turrentine Financial Services is a fee-only, fiduciary RIA led by CFP Bryce D. Turrentine, providing comprehensive financial planning, investment management, and hourly consulting. The firm serves retirees/near-retirees and mid-career professionals/business owners, with a focus on retirement income, tax planning, and values- and faith-informed guidance. Portfolios emphasize diversified, low-cost institutional mutual funds and ETFs; custody includes Altruist and Schwab.
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Custodian
Investment Themes
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Owner & Executives
Bryce David Turrentine
Chief Compliance Officer, Owner
- CRD
- #7673000
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,863,295 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,863,295 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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