# Turner Wealth Advisory

> Turner Wealth Advisory is a state-registered investment advisory firm in Woodstock, GA, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 290745
- Filed as: TURNER WEALTH ADVISORY
- Legal name: Turner Wealth Advisory, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Woodstock, GA
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/290745
- AdvisorCensus page: https://advisorcensus.com/firm/turner-wealth-advisory-woodstock-ga-290745

## Quick answers

**How is Turner Wealth Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), Turner Wealth Advisory reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Turner Wealth Advisory located?**
Turner Wealth Advisory's principal office is in Woodstock, GA, according to its Form ADV.

**Is Turner Wealth Advisory registered with the SEC or a state?**
Turner Wealth Advisory is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 290745.

**How much does Turner Wealth Advisory manage?**
Turner Wealth Advisory reports $90,143,000 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary).

**What types of clients does Turner Wealth Advisory serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (65); individuals (other than high net worth individuals) (19); other (5).

**Does Turner Wealth Advisory 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/290745

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $90,143,000
- Discretionary: $90,000,000
- Non-discretionary: $143,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $15,440,000 |
| High net worth individuals | 65 | $68,926,000 |
| Other | 5 | $5,777,000 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Turner Wealth Advisory (CRD 290745): Form ADV filing data as of October 2026.