Bradley Turlington
White Oak Wealth Partners · Raleigh, North Carolina
Bradley Turlington is a fee-only financial advisor at White Oak Wealth Partners in Raleigh, North Carolina. Bradley focuses on retirement planning, estate & legacy planning and small business owners. White Oak Wealth Partners reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Founders
- Ultra high net worth
- Multi-generational families
Facts
| Firm | White Oak Wealth Partners |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $110.5M across 216 accounts |
| SEC registration | Investment adviser representative in NC, TX · CRD 5970251 |
| Exams passed | Series 66 (2012) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.whiteoakwealthpartners.com |
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Questions about Bradley
Is Bradley Turlington a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bradley holds no broker registration, and White Oak Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bradley charge for financial advice?
Bradley's firm, White Oak Wealth Partners, reports charging a percentage of assets on its SEC Form ADV.
Where is Bradley Turlington based?
Bradley Turlington is based in Raleigh, North Carolina.
What does Bradley specialize in?
Bradley's specialties include retirement planning, estate & legacy planning and small business owners. Bradley works with founders, ultra high net worth and multi-generational families.
Is Bradley Turlington registered with the SEC?
Yes. Bradley Turlington is registered as an investment adviser representative in NC and TX (CRD 5970251), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does White Oak Wealth Partners manage?
White Oak Wealth Partners reports $110.5M across 216 accounts in assets under management.
How do I contact Bradley Turlington?
Through Bradley's website, www.whiteoakwealthpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- White Oak Wealth Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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