Turrentine Financial Services LLC
Stigler, Oklahoma
Turrentine Financial Services LLC at a glance
- One of 64 fee-only firms based in Oklahoma in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 39 individual clients, 2 of them high net worth.
- Its average account is about $253,000 (assets it manages divided by its 39 accounts).
- Its website says it's taking new clients.
Facts
| Based in | Stigler, Oklahoma |
|---|---|
| [email protected] | |
| Phone | (918) 735-0075 |
Questions about Turrentine Financial Services LLC
How much does Turrentine Financial Services LLC charge?
Turrentine Financial Services LLC publishes these prices: ongoing planning: from $2,400 a year; hourly: $200 an hour; asset-based fee: 1% to 1.5% a year. We found this on its website, checked November 7, 2026.
How is Turrentine Financial Services LLC paid?
Turrentine Financial Services LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Turrentine Financial Services LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Turrentine Financial Services LLC.
What is the average account at Turrentine Financial Services LLC?
Turrentine Financial Services LLC's average account is about $253,000. That's the assets on its Form ADV divided by its 39 accounts.
What does Turrentine Financial Services LLC specialize in?
Turrentine Financial Services LLC's advisors and website list retirement planning and small business owners.
Is Turrentine Financial Services LLC accepting new clients?
Yes, according to Turrentine Financial Services LLC's website, checked November 7, 2026.
Turrentine Financial Services LLC fees
What the firm's own website says it charges, checked November 7, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,400 a year |
|---|---|
| Hourly | $200 an hour |
| Asset-based fee | 1% to 1.5% a year |
| How it charges | Percentage of assets · Ongoing planning fee · Hourly |
In the firm's words
"at a montlhy fee of 200-400$ depending on complexity" source
"Price: $200/hour" source
"Price: Ranges from 1.00-1.50% AUM" source
"Price: Ranges from 1.00-1.50% AUM" 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 | $10 million |
| Individual clients | 37 |
| High-net-worth clients | 2 |
| Accounts managed | 39 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 324448 |
Advisors at this firm (1)
Other fee-only firms in Oklahoma
- Vista Investment Partners · Oklahoma City
- Vox Financial Planning · Oklahoma City
- Warburton Capital Management · Tulsa
- Wealth Management Solutions · Claremore
- West Oak Wealth · Weatherford
- Windle Wealth · Oklahoma City
- Winston & Company · Edmond
- Zelus Wealth Management · Sayre