# Turloff Financial Consulting Inc.

> Turloff Financial Consulting Inc. is an SEC-registered investment advisory firm in Poulsbo, WA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 3, 2026.

- CRD: 117465
- Filed as: TURLOFF FINANCIAL CONSULTING INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Poulsbo, WA
- Filing period: October 2026
- Form ADV filing dated: September 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/117465
- AdvisorCensus page: https://advisorcensus.com/firm/turloff-financial-consulting-inc-poulsbo-wa-117465

## Quick answers

**How is Turloff Financial Consulting Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Turloff Financial Consulting Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Turloff Financial Consulting Inc. charge?**
Its Form ADV Part 2A brochure dated January 30, 2026 states: Up to $500,000: 0.6% a year; Above $500,000: 0.3% a year; Hourly rate: $250 an hour (Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Turloff Financial Consulting Inc. located?**
Turloff Financial Consulting Inc.'s principal office is in Poulsbo, WA, according to its Form ADV.

**Is Turloff Financial Consulting Inc. registered with the SEC or a state?**
Turloff Financial Consulting Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 117465.

**How much does Turloff Financial Consulting Inc. manage?**
Turloff Financial Consulting Inc. reports $160,042,244 in regulatory assets under management in its Form ADV filing dated September 3, 2026 (96% discretionary).

**How have Turloff Financial Consulting Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Turloff Financial Consulting Inc.: Regulatory assets under management: $116,614,887 in the October 2021 data and $160,042,244 in the October 2026 data, up 37%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Turloff Financial Consulting Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (55); individuals (other than high net worth individuals) (25).

**Which custodians does Turloff Financial Consulting Inc. use?**
Turloff Financial Consulting Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Turloff Financial Consulting Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/117465

**What changed in Turloff Financial Consulting Inc.'s recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $145,307,599 to $160,042,244 (+10%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 30, 2026)

- Up to $500,000: 0.6% a year
- Above $500,000: 0.3% a year

> Discretionary Asset Management service is 0.6% annually of the first $500,000 of assets placed under our management and 0.3% over $500,000. The minimum quarterly fee is $750.

- Hourly rate: $250 an hour (Financial Planning Services)

> When Financial Planning is provided on a standalone basis, such services are generally provided on an hourly rate basis of $250 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $160,042,244
- Discretionary: $153,273,608
- Non-discretionary: $6,768,636

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 25 | $10,462,020 |
| High net worth individuals | 55 | $149,580,224 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [turloff.com](https://turloff.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $116,614,887 | 2 | January 27, 2021 |
| October 2022 | $138,307,778 | 2 | February 2, 2022 |
| October 2023 | $119,774,992 | 3 | February 9, 2023 |
| October 2024 | $134,934,392 | 2 | July 1, 2024 |
| October 2025 | $145,307,599 | 2 | January 8, 2025 |
| October 2026 | $160,042,244 | 2 | September 3, 2026 |

Regulatory assets under management: $116,614,887 in the October 2021 data and $160,042,244 in the October 2026 data, up 37%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $145,307,599 to $160,042,244 (+10%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Turloff Financial Consulting Inc. (CRD 117465): Form ADV filing data as of October 2026.