Elizabeth Turner
United Wealth Management · Williamsburg, Virginia
Elizabeth Turner is a fee-only financial advisor at United Wealth Management in Williamsburg, Virginia, who holds the ChFC credential. United Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | United Wealth Management |
|---|---|
| Based in | Williamsburg, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $406.6M across 945 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in VA · CRD 6067132 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.unitedwealthmanagement.com |
| Profile |
How Elizabeth's firm compares
- United Wealth Management's average account is about $430,000, from its Form ADV (assets managed divided by 945 accounts).
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Questions about Elizabeth
Is Elizabeth Turner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Elizabeth holds no broker registration, and United Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Elizabeth charge for financial advice?
Elizabeth's firm, United Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Elizabeth Turner based?
Elizabeth Turner is based in Williamsburg, Virginia.
What credentials does Elizabeth Turner hold?
Elizabeth Turner holds the ChFC credential.
Is Elizabeth Turner registered with the SEC?
Yes. Elizabeth Turner is registered as an investment adviser representative in VA (CRD 6067132), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does United Wealth Management manage?
United Wealth Management reports $406.6M across 945 accounts in assets under management.
How do I contact Elizabeth Turner?
Through Elizabeth's website, www.unitedwealthmanagement.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
- 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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