Eric Turloff
Turloff Financial Consulting, Inc. · Cape Coral, Florida
Eric Turloff is a fee-only financial advisor at Turloff Financial Consulting, Inc. in Cape Coral, Florida, who holds the BBA, CFA and CPA credentials. Turloff Financial Consulting, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Turloff Financial Consulting, Inc. |
|---|---|
| Based in | Cape Coral, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $160.0M across 254 accounts |
| Credentials | BBA · CFA · CPA |
| SEC registration | Investment adviser representative in CA, FL, TX, WA · CRD 4476538 |
| Firm size | 2 employees |
| Disclosures | None reported |
How Eric's firm compares
- Turloff Financial Consulting, Inc.'s average account is about $630,000, from its Form ADV (assets managed divided by 254 accounts).
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Questions about Eric
Is Eric Turloff a fee-only financial advisor?
Yes. Eric Turloff is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Eric's firm.
How does Eric charge for financial advice?
Eric's firm, Turloff Financial Consulting, Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Eric Turloff based?
Eric Turloff is based in Cape Coral, Florida.
What credentials does Eric Turloff hold?
Eric Turloff holds the BBA, CFA and CPA credentials.
Is Eric Turloff registered with the SEC?
Yes. Eric Turloff is registered as an investment adviser representative in CA, FL, TX and WA (CRD 4476538), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Turloff Financial Consulting, Inc. manage?
Turloff Financial Consulting, Inc. reports $160.0M across 254 accounts in assets under management.
How do I contact Eric Turloff?
Contact details aren't on file yet. Search for Turloff Financial Consulting, Inc..
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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