# Kenneth Turner

> Kenneth Turner is a fee-only financial advisor at Next Up Wealth Advisors in King George, Virginia, who holds the CFP credential. Kenneth focuses on retirement planning and estate & legacy planning. Next Up Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kenneth-turner/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Next Up Wealth Advisors
- **Based in:** King George, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $100.2M across 294 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning
- **Works with:** Founders
- **CRD:** 5262392 (https://adviserinfo.sec.gov/individual/summary/5262392)
- **SEC registration:** Investment adviser representative in VA
- **Exams passed:** Series 65 (2006)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://nextupwealthadvisors.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Kenneth holds no broker registration, and Next Up Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Kenneth charge for financial advice?

Kenneth's firm, Next Up Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Kenneth Turner based?

Kenneth Turner is based in King George, Virginia.

### What does Kenneth specialize in?

Kenneth's specialties include retirement planning and estate & legacy planning. Kenneth works with founders.

### What credentials does Kenneth Turner hold?

Kenneth Turner holds the CFP credential.

### Is Kenneth Turner registered with the SEC?

Yes. Kenneth Turner is registered as an investment adviser representative in VA (CRD 5262392), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Next Up Wealth Advisors manage?

Next Up Wealth Advisors reports $100.2M across 294 accounts in assets under management.

### How do I contact Kenneth Turner?

Through Kenneth's website, nextupwealthadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5262392): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.nextupwealthadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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