Luke Turner
Moment Private Wealth · Saint Louis, Missouri
Luke Turner is a fee-only financial advisor at Moment Private Wealth in Saint Louis, Missouri, who holds the CFP credential. Moment Private Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Moment Private Wealth |
|---|---|
| Based in | Saint Louis, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $357.2M across 719 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MO, TX · CRD 6486767 |
| Exams passed | Series 65 (2017) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.momentprivatewealth.com |
How Luke's firm compares
- Moment Private Wealth's average account is about $497,000, from its Form ADV (assets managed divided by 719 accounts).
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Questions about Luke
Is Luke Turner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Luke holds no broker registration, and Moment Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Luke charge for financial advice?
Luke's firm, Moment Private Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Luke Turner based?
Luke Turner is based in Saint Louis, Missouri.
What credentials does Luke Turner hold?
Luke Turner holds the CFP credential.
Is Luke Turner registered with the SEC?
Yes. Luke Turner is registered as an investment adviser representative in MO and TX (CRD 6486767), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Moment Private Wealth manage?
Moment Private Wealth reports $357.2M across 719 accounts in assets under management.
How do I contact Luke Turner?
Through Luke's website, www.momentprivatewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Saint Louis
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
- 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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