Turning Point Financial, Inc.

Overview

Turning Point Financial, Inc. is an independent, corporately organized registered investment adviser operating under individual ownership. The firm concentrates on serving individuals and families, and its advisory work emphasizes financial planning and portfolio management for individual investors and small businesses. In addition to investment advice, the firm conducts insurance brokerage and accounting activities, which appears to shape parts of its product mix and client service model. Fee arrangements are flexible: percentage-of-AUM billing is available alongside hourly and fixed-fee engagements. The firm does not identify as an ESG investor and is not positioned as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives