Firm
White Turf Financial
St Paul, Minnesota
Fee-only
White Turf Financial at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 24 individual clients, 2 of them high net worth.
- Its average account is about $239,000 (assets it manages divided by its 74 accounts).
- Its ongoing planning fee starts at $750 a year, below the Minnesota median of $2,100.
- Its website says it's taking new clients.
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | St Paul, Minnesota |
|---|---|
| Website | whiteturffinancial.com |
| [email protected] | |
| Phone | (847) 826-6070 |
White Turf Financial 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 $750 a year |
|---|---|
| One-time plan | From $1,500 |
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Starting at $750/period (month, quarter, semi-annual, or annual)" source
"Pricing starts at $1,500 per project." source
"0-500k : 1.0%" source
"At White Turf we have no minimum account balance to get started investing." 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 · Fixed fees |
|---|---|
| Assets managed | $18 million |
| Individual clients | 22 |
| High-net-worth clients | 2 |
| Accounts managed | 74 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | September 16, 2026 |
| SEC record | CRD 299590 |
Advisors at this firm (1)
Other fee-only firms in Minnesota
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- Wisdom Wealth Management, LLC · Bloomington
- Yes Wealth Management · Mahtomedi
- 7th Street Financial · Chaska
- Aberdour Investments · Shoreview
- Abundo Wealth · Minneapolis
- Accredited Investors Wealth Management® · Edina
- Adaptive Financial Design · Minneapolis