Kristin Gerdvil
Turner Wealth Advisory · Woodstock, Georgia
Kristin Gerdvil is a fee-only financial advisor at Turner Wealth Advisory in Woodstock, Georgia, who holds the ChFC credential. Kristin focuses on retirement planning and tax planning. Turner Wealth Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Turner Wealth Advisory |
|---|---|
| Based in | Woodstock, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $90.1M across 215 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in GA · CRD 7729961 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.turnerfirmga.com |
| Profile |
How Kristin's firm compares
- Turner Wealth Advisory's average account is about $419,000, from its Form ADV (assets managed divided by 215 accounts).
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Questions about Kristin
Is Kristin Gerdvil a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kristin holds no broker registration, and Turner Wealth Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kristin charge for financial advice?
Kristin's firm, Turner Wealth Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kristin Gerdvil based?
Kristin Gerdvil is based in Woodstock, Georgia.
What does Kristin specialize in?
Kristin's specialties include retirement planning and tax planning.
What credentials does Kristin Gerdvil hold?
Kristin Gerdvil holds the ChFC credential.
Is Kristin Gerdvil registered with the SEC?
Yes. Kristin Gerdvil is registered as an investment adviser representative in GA (CRD 7729961), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Turner Wealth Advisory manage?
Turner Wealth Advisory reports $90.1M across 215 accounts in assets under management.
How do I contact Kristin Gerdvil?
Through Kristin's website, www.turnerfirmga.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
- Turner Wealth Advisory 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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