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They include 683 individual clients, 101 high-net-worth individuals and 5 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 1 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Turning Point Benefit Group offer?","answer":"Turning Point Benefit Group provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Turning Point Benefit Group use?","answer":"Turning Point Benefit Group’s separately managed account assets are held at SEI Private Trust / SEI Investments Distribution Co. (Oaks, PA), with $347M and Charles Schwab & Co., Inc. (Westlake, TX), with $105M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Turning Point Benefit Group have?","answer":"Turning Point Benefit Group has 14 investment adviser representatives registered with state securities authorities, out of 23 employees, and 15 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 12 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Turning Point Benefit Group invest in?","answer":"At the end of its last fiscal year, Turning Point Benefit Group’s separately managed accounts held 57% registered funds (mutual funds, ETFs, BDCs), 35% exchange-traded equities, 4% investment grade corporate bonds, 2% cash and equivalents, 1% U.S. government and agency bonds and 1% other. The 1% other category is described as: Reits.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Turning Point Benefit Group?","answer":"Turning Point Benefit Group’s direct owner is Mary Troxell (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 1 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Turning Point Benefit Group get paid?","answer":"Turning Point Benefit Group is paid through a percentage of assets under management, hourly charges and fixed fees. 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