# Turner Financial Group

Turner Financial Group is a RIA based in Pace, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Pace, United States
- **Region:** North America
- **Address:** Pace, FL, United States
- **Founded:** 2001
- **Assets under management:** Undisclosed
- **Website:** turnerfg.com
- **LinkedIn:** https://www.linkedin.com/company/turner-financial-group

## Regulatory record

- **CRD number:** 134204
- **SEC file number:** 801-129021
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-14T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/134204

## About

Established in 2001, Turner Financial Group operates as a registered investment adviser in Pace, Florida. The firm was built to serve the financial planning, portfolio management, and retirement needs of a client base stretching from Pensacola to the Emerald Coast. Its longevity reflects a model anchored in long-duration client relationships rather than transactional advisory services. The firm delivers a diversified wealth management offering that typically spans equity and fixed-income portfolio construction, retirement income planning, and estate coordination. As an RIA, Turner Financial Group carries a fiduciary obligation to its clients, structuring portfolios without the product-push incentives that can shape broker-dealer models. The practice commonly works with individual securities, mutual funds, and exchange-traded funds to build tax-aware allocations for Florida-based retirees and professionals. Turner Financial Group is a compact operation run from a single office in Pace, a town northeast of Pensacola. The firm does not publicly disclose assets under management or its total number of professionals. Without a high-profile acquisition track record or satellite offices, its competitive posture relies on the orthodoxy of personal advice — the kind that thrives in markets where the largest national RIAs and wirehouses are physically absent. The structural differentiator for Turner Financial Group is geographic. Operating as a local RIA in the Florida Panhandle means competing very little with the institutional-scale platforms clustered in Miami, Tampa, and Jacksonville. This creates a durable franchise if the firm maintains succession planning and attracts younger advisors, two challenges that define the future of sub-$100M RIA practices across the Southeast.

## Sectors

- Private Wealth Management

## Questions

### Does Turner Financial Group serve clients outside of Florida?

The firm is headquartered in Pace, Florida, and its client base is concentrated in the Florida Panhandle region. While an RIA can technically serve clients across multiple states through notice filings, Turner Financial Group's physical presence and marketing footprint suggest a local, relationship-driven practice rather than a multi-state operation. Prospective clients outside the Pensacola-to-Emerald Coast corridor should confirm geographic availability directly.

### Does Turner Financial Group hold client assets directly or through a custodian?

As a registered investment adviser, Turner Financial Group does not custody client assets itself. Like most RIAs, it almost certainly uses an independent qualified custodian — commonly Charles Schwab, Fidelity, or Pershing — to hold client funds and securities. This third-party custody arrangement is standard practice for client asset protection in the RIA industry.

### How is Turner Financial Group different from a financial advisor at a large bank or wirehouse?

The primary difference is fiduciary status. Turner Financial Group, as an RIA, has a legal duty to act in its clients' best interests at all times. Bank and wirehouse advisors often operate under a less stringent suitability standard through their broker-dealer affiliations. Additionally, the firm's independence means it lacks proprietary product pressures and can select investments from across the open market without institutional bias toward in-house funds.

## Related profiles

- [Turloff Financial Consulting](https://altss.com/profile/turloff-financial-consulting)
- [Turning Point Financial](https://altss.com/profile/turning-point-financial)

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Last updated: 2026-06-03T20:00:00.000Z

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