# Mike Turi

> Mike Turi is a fee-only financial advisor at Upbeat Wealth in New Orleans, Louisiana, who holds the CFP and APMA credentials. Mike charges a percentage of assets and an ongoing planning fee (ongoing planning from $4,200 a year and 0.75% a year on the first tier of assets managed) and focuses on equity compensation and tax planning.

Page: https://find.wellspent.co/advisors/mike-turi/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Upbeat Wealth
- **Based in:** New Orleans, Louisiana
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $4,200 a year; 0.75% a year on the first tier of assets managed
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $14.6M across 95 accounts
- **Credentials:** CFP, APMA
- **Specialties:** Equity compensation, Tax planning
- **CRD:** 5966157 (https://adviserinfo.sec.gov/individual/summary/5966157)
- **SEC registration:** Investment adviser representative in CA, LA, NY, TX
- **Exams passed:** Series 66 (2012)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://upbeatwealth.com

## Frequently asked questions

### Is Mike Turi a fee-only financial advisor?

Yes. Mike Turi is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Mike's firm.

### How does Mike charge for financial advice?

Mike charges a percentage of assets and an ongoing planning fee.

### How much does Mike charge?

According to Upbeat Wealth's website, checked October 28, 2026: ongoing planning from $4,200 a year; 0.75% a year on the first tier of assets managed.

### Does Mike work with clients virtually?

Yes. Upbeat Wealth says on its website that it works with clients remotely.

### Where is Mike Turi based?

Mike Turi is based in New Orleans, Louisiana.

### What does Mike specialize in?

Mike's specialties include equity compensation and tax planning.

### What credentials does Mike Turi hold?

Mike Turi holds the CFP and APMA credentials.

### Is Mike Turi registered with the SEC?

Yes. Mike Turi is registered as an investment adviser representative in CA, LA, NY and TX (CRD 5966157), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Upbeat Wealth manage?

Upbeat Wealth reports $14.6M across 95 accounts in assets under management.

### How do I contact Mike Turi?

Through Mike's website, upbeatwealth.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/mike-turi-10415): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://upbeatwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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