Strategic Asset Planning

Strategic Asset Planning (CRD# 304415) is a financial advisory firm headquartered in Gainesville, FL. They manage $16,035,717 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
7311 Nw 4th Blvd, Gainesville, FL 32607
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $534,524
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Strategic Asset Planning
Showing 1 - 1 of 1 top financial advisors.
1
Michael Turner, financial advisor Gainesville FL
Michael W. Turner
CRD#: 2200353
7311 Nw 4th Blvd, Gainesville, FL 32607

Michael Turner (CRD# 2200353) is an Investment Advisor Representative working at Strategic Asset Planning in Gainesville, FL and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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