# Turner Financial Services, Inc.

> Turner Financial Services, Inc. is a state-registered investment advisory firm, registered since 2017, with no regulatory assets under management reported in its Form ADV filing dated July 5, 2019.

- CRD: 142128
- Filed as: TURNER FINANCIAL SERVICES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Wyoming
- Filing period: October 2026
- Form ADV filing dated: July 5, 2019
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/142128
- AdvisorCensus page: https://advisorcensus.com/firm/turner-financial-services-inc-142128

## Quick answers

**How is Turner Financial Services, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Turner Financial Services, Inc. reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Turner Financial Services, Inc. registered with the SEC or a state?**
Turner Financial Services, Inc. is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 142128.

**What types of clients does Turner Financial Services, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (31).

**Does Turner Financial Services, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/142128

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services
- Publication of periodicals or newsletters
- Other

### Firm details
- Registered since: 2017 (8 years)
- Employees: 2 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Turner Financial Services, Inc. (CRD 142128): Form ADV filing data as of October 2026.