What Turnpoint Wealth does

Turnpoint Wealth is an independent financial planning firm headquartered in Raleigh, North Carolina, that provides comprehensive wealth planning services to individuals and families nearing or living in retirement. The firm focuses on a defined geographic and persona segment: professionals employed at major Research Triangle Park institutions, including Duke Energy, IBM, Cisco, Blue Cross Blue Shield, Duke Health, and GSK, though those institutions are referenced as sources of clientele rather than as direct enterprise customers. Service offerings include retirement planning, tax-efficient withdrawal planning, estate planning, investment management, and protection solutions, delivered on a planning-first, fiduciary basis.

The firm operates an advisory-led service model under Founder and CERTIFIED FINANCIAL PLANNER® Tyler Brown, with delivery through one-on-one consultations via phone, email, and in-person meetings at the Raleigh office. Turnpoint Wealth discloses no proprietary technology platforms; it relies on industry-standard financial planning tools and integrates with third-party custodians — Fidelity and Charles Schwab — and the Orion Advisor "Fetch" client portal for account servicing. An extensive content marketing library of articles, financial calculators, and educational videos covers retirement, investment, estate, insurance, tax, and lifestyle topics and supports client acquisition and education.

The business model is fee-based fiduciary advisory, with advisory services delivered through the regulatory platform of RFG Advisory, LLC, an unaffiliated SEC-registered investment adviser. The firm and RFG Advisory are explicitly described as unaffiliated, indicating an independent contractor / RIA-network arrangement rather than a parent-subsidiary structure. Pricing is not publicly disclosed; prospective clients are directed to contact the firm directly. No funding rounds, parent company, or external investors are disclosed. Turnpoint Wealth appears to be a founder-controlled, privately held practice with no publicly disclosed M&A, leadership changes, or expansion activity.

Name

Turnpoint Wealth

Legal name

Turnpoint Wealth

Website

https://turnpointwealth.com

Company type

Private

Founded year

2025

Operating status

Operating

Headcount range

1–10 employees

Short description

Turnpoint Wealth is an independent Raleigh, NC-based financial planning firm providing fee-based, fiduciary retirement and wealth management services to pre-retirees and retirees, primarily professionals from the Research Triangle Park area, with advisory services delivered via RFG Advisory, LLC.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Retirement Income Planning & Decumulation Advisory (FSAEABAD), Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE)

Keywords

• Retirement planning services
• Wealth management advisory
• Financial planning firm
• Estate planning services
• Investment advisory services

Headquarters

HQ city

Raleigh

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Financial Advisory Services: Fee-based financial advisory services offered through RFG Advisory, LLC, a registered investment advisor. Services include retirement planning, tax-efficient withdrawal planning, estate planning, investment management, and protection solutions. The firm operates under a fiduciary standard, acting in the best interests of clients.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Turnpoint Wealth provides fee-based financial advisory services for individuals and families nearing or living in retirement, specializing in comprehensive wealth planning that includes retirement planning, tax-efficient withdrawal planning, estate planning, investment management, and protection solutions. Advisory services are delivered through RFG Advisory, LLC, a registered investment advisor, with the firm operating under a fiduciary standard led by a CERTIFIED FINANCIAL PLANNER®.

Product overview

Turnpoint Wealth is a financial planning firm that provides personalized wealth management services for individuals and families nearing or living in retirement. The company offers comprehensive financial planning strategies including retirement planning, tax-efficient withdrawal planning, estate planning, investment management, and protection solutions. The firm operates as a fee-only fiduciary advisory practice and provides clients with access to educational resources, financial calculators, and informational videos through its resource center. The primary service offering is personalized financial planning advisory services rather than a software product or digital platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Retirement Planning

Named customers6 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core and supporting.

• RFG Advisory, LLCcoreStrategic or Co-development PartnerRFG Advisory, LLC is a registered investment advisor that provides the advisory services platform for Turnpoint Wealth. Advisory services are only offered to clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. Turnpoint Wealth and RFG Advisory are unaffiliated entities.
• FidelitysupportingTechnology or IntegrationFidelity serves as a custodian and platform provider for client investment accounts. Clients access Fidelity through the Client Login portal provided on the Turnpoint Wealth website.
• Charles SchwabsupportingTechnology or IntegrationCharles Schwab serves as a custodian and platform provider for client investment accounts. Clients access Schwab through the Client Login portal provided on the Turnpoint Wealth website.
• Orion Advisor (Fetch Portal)supportingTechnology or IntegrationOrion Advisor provides the Fetch client portal platform for Turnpoint Wealth clients to access their accounts and financial data.

Scale indicators1 record

Recent moves3 records

Expansion highlights2 records

Direct peers

• Wealth Enhancement Group: Wealth Enhancement Group is a rapidly growing independent RIA platform that acquires retirement-focused advisory practices and provides comprehensive wealth planning services to individuals and families. Comparable in retirement planning focus, fee-based advisory model, and target segment; serves as both a peer and a potential acquirer for small independent practices like Turnpoint.
• Allworth Financial: Allworth Financial is a retirement-focused registered investment advisor serving pre-retirees and retirees with comprehensive wealth planning, fiduciary advice, and fee-based investment management. Directly comparable to Turnpoint in target segment (retirement transition), service model (planning-led, fee-only fiduciary), and delivery mechanism (personal advisor relationships).
• Halbert Hargrove Russell Advisors: Halbert Hargrove is a fee-only independent RIA specializing in retirement income planning, tax-efficient withdrawal strategies, and comprehensive wealth management for retirees and pre-retirees. Comparable in niche specialization on the retirement transition, fiduciary-only model, and boutique-scale personalized advisory delivery.
• Buckingham Strategic Wealth: Buckingham Strategic Wealth is an independent, fee-only RIA providing comprehensive financial planning and investment management with deep specialization in retirement income planning and tax-efficient withdrawal strategies. Directly comparable in fiduciary planning-first model and retirement decumulation focus.
• Carson Wealth: Carson Group operates an RIA platform supporting independent advisors who specialize in retirement and wealth planning for individuals and families. Comparable in offering planning-led fiduciary advice through affiliated advisors, with similar target market (pre-retirees, retirees) and emphasis on comprehensive financial planning versus product sales.
• Marquee Wealth Management: Marquee Wealth Management (now part of Mariner) was a boutique RIA providing comprehensive wealth planning, investment management, and retirement advisory services to high-net-worth individuals and families. Directly comparable as a planning-led boutique fiduciary firm with retirement income specialization.

Broad incumbents

• Edelman Financial Engines: Edelman Financial Engines is one of the largest U.S. RIAs offering financial planning, investment management, and retirement income planning to individuals and families nationwide. Overlaps with Turnpoint in retirement-focused comprehensive planning but operates at vastly greater scale, with both advisor-led and digital delivery channels serving mass-affluent and high-net-worth segments.
• Fisher Investments: Fisher Investments is a large, established investment advisory firm managing portfolios for individuals and institutions with significant focus on retirement-oriented investors. Comparable in targeting retirees and pre-retirees with managed investment solutions, though operating at substantially greater scale and with a portfolio-management-led (rather than comprehensive-planning-led) value proposition.
• LPL Financial: LPL Financial is the largest independent broker-dealer and RIA platform in the U.S., providing compliance, technology, and custodial infrastructure to thousands of affiliated independent advisors. Comparable to Turnpoint's RFG Advisory affiliation in providing the operational platform for affiliated advisors, though at massively greater scale and breadth.

Regional players

• CAPTRUST: CAPTRUST is a large independent RIA headquartered in Raleigh, NC, providing investment management, financial planning, and retirement plan advisory services. Geographically comparable (same RTP market as Turnpoint) and overlapping in retirement planning and wealth management offerings, though serving a significantly larger client base across multiple offices.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat2 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/turnpoint-wealth-tyler-brown

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Turnpoint Wealth