Turner Financial Group, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$350/hr

“Fees for this service are negotiable and may be charged at an hourly rate of $150 to $350 per hour or at a flat rate ranging from $297 for a single Financial Project to $4,997 for multiple Financial Projects depending on the depth and range of services requested, the complexity of the situation and the estimated…”

Flat or project fee

$297⁠-⁠$4,997

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Turner Financial Group, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are payable in advance at the time both parties sign the agreement.”
• “Fees for the initial financial plan are negotiable and can range from a minimum of $597 to $4,997 depending on the depth and range of services requested, the complexity of the situation and the estimated number of hours required to complete.”
• “Fees are negotiable and made solely at TFG’s discretion, based on such factors as prior or anticipated investment activity, current or prior relationship, account holdings or any other condition deemed appropriate by TFG.”

How Turner Financial Group, Inc.’s fees compare

• Its hourly rate of $150-$350 spans the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
• Its flat or project fee of $297-$4,997 spans the Florida median of $4,900. 31% of the 320 other Florida planners that publish a flat or project fee charge less.

About Turner Financial Group, Inc.

• Firm size: 12 employees.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• College planning
• Social Security
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

547

Employees

12

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$229,566,133

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

134204

Website

gfthomasadvisory.com (opens in new tab)

Phone

(850) 995-1797

Can advise clients in 16 states: Alabama, Arizona, California, Colorado, Delaware, Florida, Louisiana, New Jersey, New York, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Virginia, Washington

Other planners in Florida that publish fees

• 22 Seven Wealth Management IncPanama City$150/hr, $500⁠-⁠$2,500
• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr
• 7 Star Investment AdvisorsRiverview$1,500⁠-⁠$7,500
• Acertado InvestmentsFort Lauderdale$800⁠-⁠$3,600
• Achieving Veritas LLCSt. Augustine$1,500⁠-⁠$15,000

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