Firm
Turning Point Planning LLC
Los Angeles, California
Fee-only
Turning Point Planning LLC at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 69 employees and 721 individual clients, 182 of them high net worth.
- Its average account is about $294,000 (assets it manages divided by its 4,262 accounts).
- Its ongoing planning fee starts at $12,250 a year, above the California median of $6,000.
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Los Angeles, California |
|---|---|
| Website | turningpointhq.com |
| [email protected] | |
| Phone | (310) 857-9799 |
Turning Point Planning LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $12,250 a year |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Holistic Financial Planning is an investment of $12,250 per year." source
"The annual fee for Investment Management services is up to 1% of the investments I manage for you." source
"Holistic Financial Planning is an investment of $12,250 per year." source
"Holistic Financial Planning is an investment of $12,250 per year. A 12 month commitment is required" source
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 | $1.3 billion |
| Individual clients | 539 |
| High-net-worth clients | 182 |
| Accounts managed | 4,262 |
| Employees | 69 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-118916) |
| Financial planning | Offered |
| Form ADV filed | October 24, 2026 |
| SEC record | CRD 285967 |