Joseph Turley
Breakwater Investment Management · Seattle, Washington
Joseph Turley is a fee-only financial advisor at Breakwater Investment Management in Seattle, Washington, who holds the CFP and CFA credentials. Joseph charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Facts
| Firm | Breakwater Investment Management |
|---|---|
| Based in | Seattle, Washington |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $302.7M across 572 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in WA · CRD 1265535 |
| Exams passed | Series 63 (1984) · Series 66 (2003) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.breakwater.com |
How Joseph's firm compares
- Breakwater Investment Management's average account is about $529,000, from its Form ADV (assets managed divided by 572 accounts).
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Questions about Joseph
Is Joseph Turley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Breakwater Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph charges a percentage of assets.
How much does Joseph charge?
According to Breakwater Investment Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Joseph Turley based?
Joseph Turley is based in Seattle, Washington.
What does Joseph specialize in?
Joseph's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Joseph Turley hold?
Joseph Turley holds the CFP and CFA credentials.
Is Joseph Turley registered with the SEC?
Yes. Joseph Turley is registered as an investment adviser representative in WA (CRD 1265535), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Breakwater Investment Management manage?
Breakwater Investment Management reports $302.7M across 572 accounts in assets under management.
How do I contact Joseph Turley?
Through Joseph's website, www.breakwater.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
- Breakwater Investment Management 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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