Thomas Turner
Thomas Turner is a CFP-designated registered investment advisor at Northwest Financial Advisors LLC, based in Vienna, VA, with 33 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,583 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NWFA offers several investment management programs, including Strategic Wealth Management (SWM), Optimum Market Portfolios (OMP), Model Wealth Portfolios (MWP), Manager Access Select, and Guided Wealth Portfolios (GWP). The fees for SWM, MWP, OMP and Manager Access Select are negotiable, with a maximum annual advisory fee of 2.00%. GWP clients pay an LPL program fee of 0.35% and an NWFA advisory fee of up to 1.00%. GWP accounts under $10,000 also incur a $20 annual small account fee payable to LPL. Fees are charged quarterly in advance.
Location
231 Maple Avenue, East, Vienna, VA, 22180
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Regulatory History (1)
Customer Dispute
July 2008Other Business ActivitiesSells Insurance
Thomas is an employee of NW Financial Group, LLC and provides investment advisory services through Northwest Financial Advisors LLC. He also works as a life insurance agent for Northwest Insurance Agency LLC, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Northwest Financial Advisors LLC
Northwest Financial Group LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Northwest Financial LLC
LPL Financial LLC
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
PFS Investments INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations32 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.