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JK
CFP
JK
CFP

John Kostic

Turner Financial Group, INC.
25 Years of Experience
Newport Beach, CA
4 Disclosures
View SEC Summary
View SEC Summary

John Kostic is a CFP-designated registered investment advisor at Turner Financial Group, INC., based in Newport Beach, CA, with 25 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 620 clients with $230M in assets under management.

Turner Financial Group, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
620 clients
Average Client Portfolio
$370K average
Assets Under Management
$229.6M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.75%
$250K - $500K1.55%
$500K - $750K1.35%
$750K - $1.0M1.15%
$1.0M - $2.0M0.95%
$2M+0.75%

Legacy and grandfathered schedule shown. Standard fees are negotiable up to 2.0% annually. Accounts also subject to an administrative fee of up to $7.25 per month.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Newport Beach, CA

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
August 2017
Final
Customer Dispute
September 2016
Settled
Customer Dispute
March 2015
Settled
Customer Dispute
October 2013
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Turner Financial Group, INC.
June 2026 - Present · 4 mos
Previous Registrations
F500 Advisory Services, INC.
March 2013 - January 2016 · 2 yrs 10 mos
Finance 500, INC.Broker
March 2013 - June 2015 · 2 yrs 3 mos
Richfield Orion International, INC.Broker
June 2012 - March 2013 · 9 mos
National Securities CorporationBroker
August 2009 - July 2010 · 11 mos
National Asset Management, INC.
July 2009 - March 2013 · 3 yrs 8 mos
J P Turner & Company Capital Management, LLC
October 2008 - July 2009 · 9 mos
J.P. Turner & Company, L.L.C.Broker
October 2008 - July 2009 · 9 mos
Royal Alliance Associates, INC.
September 2004 - October 2008 · 4 yrs 1 mo
Royal Alliance Associates, INC.Broker
August 2003 - October 2008 · 5 yrs 2 mos
Wells Fargo Investments, LLC
June 2003 - September 2003 · 3 mos
Wells Fargo Investments, LLCBroker
June 2003 - September 2003 · 3 mos
Fsc Securities Corporation
June 1998 - June 2003 · 5 yrs
Fsc Securities CorporationBroker
July 1997 - June 2003 · 5 yrs 11 mos
Cigna Financial Advisors,inc.Broker
January 1991 - July 1997 · 6 yrs 6 mos
Pml Securities CompanyBroker
June 1990 - December 1990 · 6 mos
State Registrations2 states
CAFL
Advisor

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Exams
No exam information available for this advisor.
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