Turning Point Financial, Inc. fees and pricing

Financial planner in Charlotte, North Carolina. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 14, 2026, Turning Point Financial, Inc. charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “TPF’s billing rates are currently $250 per hour for a Certified Financial Planner.”

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

“The balance of actual fees for initial services provided will be due and payable to TPF immediately upon presentation of recommendations to you.”
“Payment of such invoiced shall be made within 20 days of the date of invoice.”

Its hourly rate of $250 is below the North Carolina median of $300. 22% of the 177 other North Carolina planners that publish an hourly rate charge less.
4 of the 34 other planners in Charlotte that publish an hourly rate charge less.

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: 1% a year
Clients: 150
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $88,000,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 138008
Website: turning-point.us (opens in new tab)
Phone: (704) 243-4222

Can advise clients in 2 states: North Carolina, South Carolina

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.