Kenneth Turner
Next Up Wealth Advisors · King George, Virginia
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.
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Specialties
Who they serve
- Founders
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 |
| Assets under management | $100.2M across 294 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 5262392 |
| Exams passed | Series 65 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | nextupwealthadvisors.com |
How Kenneth's firm compares
- Next Up Wealth Advisors's average account is about $341,000, from its Form ADV (assets managed divided by 294 accounts).
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Questions about Kenneth
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.
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
- Next Up Wealth Advisors 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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