Turtair Capital Advisors fees and pricing
Financial planner in Zionsville, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 27, 2026, Turtair Capital Advisors charges a flat or project fee of $3,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,000-$10,000
“For financial planning, the Registrant's financial planning fees are negotiable, but generally range from $3,000 to $10,000 on a fixed fee basis, depending on the level and type and scope of the planning services, as well as the professional rendering the financial planning and/or the consulting services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Turtair Capital Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If termination occurs within five business days of entering into an agreement for such services the client shall be entitled to a full refund.”
How Turtair Capital Advisors’ fees compare
- Its flat or project fee of $3,000-$10,000 spans the Indiana median of $5,000. 71% of the 84 other Indiana planners that publish a flat or project fee charge less.
- 2 of the 2 other planners in Zionsville that publish a flat or project fee charge less.
About Turtair Capital Advisors
“Financial Advisors, LLC (the “Registrant”) is an investment adviser providing financial planning, and investment management services to high net worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2012 (14 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 27
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $91,500,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 152256
- Phone
- (312) 320-7970
Other planners in Zionsville that publish fees
- Hobbs Wealth ManagementZionsville$450/hr, $2,500-$10,000
- Storen FinancialZionsville$1,000-$10,000
- Tactical Wealth PartnersZionsville$400/mo, $4,800/yr
- Abound Wealth StrategiesIndianapolis$720-$25,000
- Above & Beyond Investments, LLCBloomington$250/hr, $250-$2,500
- Afp Group, LLCPlainfield$150/hr, $2,000
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.