William Turner is a CFP, ChFC-designated registered investment advisor at Turner Wealth Advisory, based in Woodstock, GA, with 8 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 89 clients with $90M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Savant Wealth Management’s fees are included in Turner Wealth Advisory’s total fees.
Fee Estimator
Location
4396 Earney Road, Woodstock, GA, 30188
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
William is involved in a tax accounting practice, Turner & Associates CPA, P.C., since 2017. He spends nearly full-time hours on this activity, including during trading hours.
Employment History
Current Registrations
Turner Wealth Advisory
State Registrations1 state
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