Sandie Turley
Western Financial · Mesa, Arizona
Sandie Turley is a fee-only financial advisor at Western Financial in Mesa, Arizona. Sandie charges a percentage of assets and focuses on retirement planning.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Western Financial |
|---|---|
| Based in | Mesa, Arizona |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $414.4M across 483 accounts |
| SEC registration | Investment adviser representative in CA · CRD 1654884 |
| Exams passed | Series 63 (2000) · Series 66 (2014) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.westfincorp.com |
How Sandie's firm compares
- Western Financial's average account is about $858,000, from its Form ADV (assets managed divided by 483 accounts).
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Questions about Sandie
Is Sandie Turley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sandie holds no broker registration, and Western Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sandie charge for financial advice?
Sandie charges a percentage of assets.
Where is Sandie Turley based?
Sandie Turley is based in Mesa, Arizona.
What does Sandie specialize in?
Sandie's specialties include retirement planning. Sandie works with retirees.
Is Sandie Turley registered with the SEC?
Yes. Sandie Turley is registered as an investment adviser representative in CA (CRD 1654884), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Western Financial manage?
Western Financial reports $414.4M across 483 accounts in assets under management.
How do I contact Sandie Turley?
Through Sandie's website, www.westfincorp.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
- Western Financial 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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