William Turner
Turner Wealth Advisory · Woodstock, Georgia
William Turner is a fee-only financial advisor at Turner Wealth Advisory in Woodstock, Georgia, who holds the CFP and ChFC credentials. William focuses on retirement planning and tax planning. Turner Wealth Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Turner Wealth Advisory |
|---|---|
| Based in | Woodstock, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $90.1M across 215 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in GA · CRD 5934413 |
| Exams passed | Series 65 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.turnerfirmga.com |
| Profile |
How William's firm compares
- Turner Wealth Advisory's average account is about $419,000, from its Form ADV (assets managed divided by 215 accounts).
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Questions about William
Is William Turner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Turner Wealth Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Turner Wealth Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Turner based?
William Turner is based in Woodstock, Georgia.
What does William specialize in?
William's specialties include retirement planning and tax planning.
What credentials does William Turner hold?
William Turner holds the CFP and ChFC credentials.
Is William Turner registered with the SEC?
Yes. William Turner is registered as an investment adviser representative in GA (CRD 5934413), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Turner Wealth Advisory manage?
Turner Wealth Advisory reports $90.1M across 215 accounts in assets under management.
How do I contact William Turner?
Through William's website, www.turnerfirmga.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
- Turner Wealth Advisory 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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