Jacob Turner
We help athletes and entrepreneurs build and protect wealth.
Moment Private Wealth · St. Louis, Missouri
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.
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Specialties
Who they serve
- High earners
- Ultra high net worth
- Founders
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.
Services
- 401(k) & IRA Management
- Alternative Investments
- Asset Allocation
- Business Succession Planning
- Charitable Giving
- College/Education Planning
- Education Planning
- Exit Planning
- Family Wealth Transfer
- Insurance Planning
- Investment Management
- Liquidity & Exit Planning
- Philanthropic Planning
- Portfolio Rebalancing
- Retirement Planning
- Risk Management
- Stock Option Planning
- Tax Strategy
- Wealth Management
- Social Security Planning
- Real Estate Advisory
- Portfolio Management
- Pension Planning
- Life Transition Planning
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 |
| Assets under management | $100M - $500M |
| Firm founded | 2021 |
| Firm size | 2 - 5 employees |
| Credentials | CFP |
| Investment approach | Blend of both |
| SEC registration | Investment adviser representative in MO, TX · CRD 7286504 |
| Exams passed | Series 65 (2020) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | Momentprivatewealth.com |
| Profile |
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Questions about Jacob
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Moment Private Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 25, 2026.
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