Turloff Financial Consulting, Inc.
Cape Coral, Florida
Turloff Financial Consulting, Inc. at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 2 advisors are listed here; all hold the CFA.
- Its Form ADV reports 2 employees and 80 individual clients, 55 of them high net worth.
- Its average account is about $630,000 (assets it manages divided by its 254 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Cape Coral, Florida |
|---|---|
| [email protected] | |
| Phone | (206) 842-1422 |
Questions about Turloff Financial Consulting, Inc.
How is Turloff Financial Consulting, Inc. paid?
Turloff Financial Consulting, Inc.'s Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Turloff Financial Consulting, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Turloff Financial Consulting, Inc., and 2 hold the CFA.
What is the average account at Turloff Financial Consulting, Inc.?
Turloff Financial Consulting, Inc.'s average account is about $630,000. That's the assets on its Form ADV divided by its 254 accounts.
Turloff Financial Consulting, Inc. fees
Turloff Financial Consulting, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $160 million |
| Individual clients | 25 |
| High-net-worth clients | 55 |
| Accounts managed | 254 |
| Employees | 2 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-120385) |
| Financial planning | Offered |
| Form ADV filed | September 3, 2026 |
| SEC record | CRD 117465 |
Advisors at this firm (2)
Other fee-only firms in Florida
- Turner Financial Group · Pace
- Twenty-First Century Financial Advisors · Stuart
- Unda Financial and Consulting · Palmetto Bay
- Unify Financial Advisors · Clearwater
- Upper Left Wealth Management · Tampa
- Utopia Wealth Management · Coconut Creek
- Vail Valley Asset Management · Jupiter
- Valoria Wealth Management · Cooper City