Malee Turner
Reframe Wealth · Vienna, Virginia
Malee Turner is a fee-only financial advisor at Reframe Wealth in Vienna, Virginia, who holds the CFP credential. Reframe Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Reframe Wealth |
|---|---|
| Based in | Vienna, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $394.8M across 662 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, VA · CRD 7752384 |
| Exams passed | Series 65 (2025) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.reframewealth.com |
How Malee's firm compares
- Reframe Wealth's average account is about $596,000, from its Form ADV (assets managed divided by 662 accounts).
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Questions about Malee
Is Malee Turner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Malee holds no broker registration, and Reframe Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Malee charge for financial advice?
Malee's firm, Reframe Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Malee Turner based?
Malee Turner is based in Vienna, Virginia.
What credentials does Malee Turner hold?
Malee Turner holds the CFP credential.
Is Malee Turner registered with the SEC?
Yes. Malee Turner is registered as an investment adviser representative in TX and VA (CRD 7752384), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Reframe Wealth manage?
Reframe Wealth reports $394.8M across 662 accounts in assets under management.
How do I contact Malee Turner?
Through Malee's website, www.reframewealth.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
- 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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