MT
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Michael Turner

6 Years of Experience
Gainesville, FL
Sells Insurance

Michael Turner is a registered investment advisor at Strategic Asset Planning, based in Gainesville, FL, with 6 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 37 clients with $23M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$23.0M
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Location

7311 NW 4th Blvd, Gainesville, FL, 32607

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Michael works as an insurance salesperson/financial planner and provides tax preparation services. This takes up nearly all of his time.

Employment History
Current Registrations
Strategic Asset Planning
September 2019 - Present · 6 yrs 8 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.