Mike Turi
Upbeat Wealth · New Orleans, Louisiana
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.
Request an introduction to Mike →
Specialties
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 |
| Accepting new clients | Yes |
| Assets under management | $14.6M across 95 accounts |
| Credentials | CFP · APMA |
| SEC registration | Investment adviser representative in CA, LA, NY, TX · CRD 5966157 |
| Exams passed | Series 66 (2012) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | upbeatwealth.com |
| Profile |
How Mike's firm compares
- Ongoing planning starts at $4,200 a year, in line with the US median of $4,500 for fee-only firms that publish prices.
- Upbeat Wealth's average account is about $154,000, from its Form ADV (assets managed divided by 95 accounts).
Request an introduction to Mike
Tell Mike a little about what you're looking for. Mike isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Mike
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Upbeat Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.