Sara Turner
Aurdan Capital Management · Wayne, Pennsylvania
Sara Turner is a fee-only financial advisor at Aurdan Capital Management in Wayne, Pennsylvania, who holds the CFP credential. Sara focuses on retirement planning. Aurdan Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Aurdan Capital Management |
|---|---|
| Based in | Wayne, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $526.2M across 423 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 5762941 |
| Exams passed | Series 63 (2022) · Series 65 (2010) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | aurdancapital.com |
| Profile |
How Sara's firm compares
- Aurdan Capital Management's average account is about $1.2 million, from its Form ADV (assets managed divided by 423 accounts).
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Questions about Sara
Is Sara Turner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sara holds no broker registration, and Aurdan Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sara charge for financial advice?
Sara's firm, Aurdan Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Sara Turner based?
Sara Turner is based in Wayne, Pennsylvania.
What does Sara specialize in?
Sara's specialties include retirement planning.
What credentials does Sara Turner hold?
Sara Turner holds the CFP credential.
Is Sara Turner registered with the SEC?
Yes. Sara Turner is registered as an investment adviser representative in PA (CRD 5762941), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aurdan Capital Management manage?
Aurdan Capital Management reports $526.2M across 423 accounts in assets under management.
How do I contact Sara Turner?
Through Sara's website, aurdancapital.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
- Aurdan Capital Management 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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