# Jacob Turner

> Jacob Turner is a fee-only financial advisor at Moment Private Wealth in St. Louis, Missouri, who holds the CFP credential. Jacob charges a percentage of assets, a flat fee or retainer and a one-time planning fee and focuses on small business owners, family wealth transfer and real estate investors.

Page: https://find.wellspent.co/advisors/jacob-turner/
Built from public directory listings; last checked April 25, 2026.

## Facts

- **Firm:** Moment Private Wealth
- **Based in:** St. Louis, Missouri
- **Fee model:** Percentage of assets; Flat fee or retainer; One-time planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $100M - $500M
- **Credentials:** CFP
- **Specialties:** Small business owners, Family wealth transfer, Real estate investors, Pension planning, Estate & legacy planning, Founders (pre-exit)
- **Works with:** High earners, Ultra high net worth, Founders
- **CRD:** 7286504 (https://adviserinfo.sec.gov/individual/summary/7286504)
- **SEC registration:** Investment adviser representative in MO, TX
- **Exams passed:** Series 65 (2020)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** Momentprivatewealth.com

## About

Moment Private Wealth is an SEC registered investment advisor specializing in helping professional athletes and high growth entrepreneurs. Said another way we work with those that bet on themselves.

## Frequently asked questions

### Is Jacob Turner a fee-only financial advisor?

Yes. Jacob Turner is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jacob's firm.

### How does Jacob charge for financial advice?

Jacob charges a percentage of assets, a flat fee or retainer and a one-time planning fee.

### Where is Jacob Turner based?

Jacob Turner is based in St. Louis, Missouri.

### What does Jacob specialize in?

Jacob's specialties include small business owners, family wealth transfer, real estate investors, pension planning, estate & legacy planning and founders (pre-exit). Jacob works with high earners, ultra high net worth and founders.

### What credentials does Jacob Turner hold?

Jacob Turner holds the CFP credential.

### Is Jacob Turner registered with the SEC?

Yes. Jacob Turner is registered as an investment adviser representative in MO and TX (CRD 7286504), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Moment Private Wealth manage?

Moment Private Wealth reports $100M - $500M in assets under management.

### How do I contact Jacob Turner?

Through Jacob's website, Momentprivatewealth.com.

## Sources

- Public advisor directory: listed as fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.momentprivatewealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.