Turning Point Financial

Financial planning in Frederick, MD

SEC registeredNo commissions reported

Call (301) 846-9336 Send a message Map ↗

Public-record details

Address: 153 W Patrick Street, Frederick, MD 21701
Phone: (301) 846-9336
Listed under: Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
Legal name: Turning Point Benefit Group, INC.
CRD number: 301282
Registration: SEC registered since 2019-07-03
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers
Regulatory assets under management: $339.4 million
Accounts managed: 1,804
Clients reported (Form ADV 5.D): 794
Individual / high-net-worth clients: 683 / 101
Employees: 23
Other business activities (Form ADV 6.A): Also active as: insurance broker or agent, accountant or accounting firm
Disclosures reported on Form ADV: Yes — see IAPD for details
Latest Form ADV filing: 2026-07-01

SEC registered investment adviser, CRD 301282, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 301282 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums), and details of the disclosures reported on Form ADV.
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. A “Yes” for disclosures is a public-record fact from Form ADV Item 11; it can relate to the firm or its advisory affiliates, can be old, and does not by itself describe the outcome. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Frederick

Bestgate Wealth Advisors, LLC5100 Buckeystown Pike, Ste 290 · Frederick, MD 21704 · (301) 662-7220 · Financial planningCRD 301639 · % of assets, Fixed fees · $162.4 million AUMSEC registeredNo commissions reported Cadence Planning, LLC5205 Chairmans CT, Suite 204 · Frederick, MD 21703 · (301) 371-5104 · Financial planningCRD 319663 · % of assets, Fixed fees · $12.0 million AUMState registeredNo commissions reported Monocacy Wealth Management, LLC9099 Ridgefield Drive, Suite 205 · Frederick, MD 21701 · (301) 694-9712 · Financial planningCRD 315979 · % of assets, Hourly charges, Fixed fees · $43.5 million AUMState registeredNo commissions reported Moore Wealth50 Carroll Creek Way, Suite 335 · Frederick, MD 21701 · (301) 631-1207 · Financial planningCRD 323374 · % of assets, Fixed fees · $156.9 million AUMSEC registeredNo commissions reported Northpeak Financial, INC.50 Carroll Creek Way, Suite 220 · Frederick, MD 21701 · (240) 515-0113 · Financial planningCRD 142970 · % of assets, Hourly charges, Fixed fees · $66.8 million AUMState registeredNo commissions reported Red Sky Capital Management47 E All Saints Street · Frederick, MD 21701 · (301) 865-6198 · Financial planningCRD 151808 · % of assets, Hourly charges · $91.5 million AUMState registeredNo commissions reported Veridian Capital Partners7101 Guilford Drive,, Suite 104 · Frederick, MD 21704 · (301) 228-9300 · Financial planningCRD 314290 · % of assets, Hourly charges, Fixed fees · $551.1 million AUMSEC registeredNo commissions reported

All 8 in Frederick →