Turloff Financial Consulting Inc.

Overview

Turloff Financial Consulting Inc. is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. Since its SEC registration in 2021, the firm has leaned into equity-centered portfolios, using exchange-traded instruments as the primary vehicle for client exposure. It offers fee arrangements that include percentage-of-AUM, hourly, and fixed-fee engagements, which supports both ongoing investment management and discrete planning or project work. The adviser is owner-operated and not a capital allocator, so alternative exposures are sourced through third-party managers and packaged products rather than direct principal investments. Turloff Financial Consulting Inc. does not position itself as an active ESG investor, and its advisory mandate is concentrated on individual and family clients rather than institutional plans or pension consulting.

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Public Holdings

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Location & Offices