Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
45 advisors
Number of Clients
2,987 clients
Average Client Portfolio
$203K average
Assets Under Management
$604.9M

Fee Structure

Minimum Investment:$2.5K
Financial Plan Fee:$100 - $4,000
Hourly Rate:$50 - $250/hr

AISG's annual fees for investment advisory services generally range from 0.75% to 2.5% of assets under management, but are negotiated based on factors like total assets, scope of engagement, and investment style. A minimum of $2,500 in assets under management is required, but this may be negotiable. Financial planning fees range from $50 to $250 per hour or $100 to $4,000 on a fixed-fee basis. Third-party estate planning services are available for separate fees.

Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net Worth
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Advisor Information

Office location

Overland Park, KS

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Alan participates in TV/radio commercials and general modeling, dedicating minimal time to this activity. He also owns A Turner Financial LLC, which offers securities, advisories, and life insurance, taking up nearly all of his time.

Employment History
Current Registrations
American Independent Securities Group, LLC
March 2025 - Present · 10 mos
American Independent Securities Group, LLC Broker
March 2025 - Present · 10 mos
Previous Registrations
L.M. Kohn & Company
May 2009 - March 2025 · 15 yrs 10 mos
L.M. Kohn & Company Broker
May 2009 - March 2025 · 15 yrs 10 mos
RBC Capital Markets Corporation
July 2005 - May 2009 · 3 yrs 10 mos
RBC Capital Markets Corporation Broker
March 2002 - May 2009 · 7 yrs 2 mos
State Registrations10 states
ALCACOIAKSMAMOTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alan Marquette Turner - Financial Advisor | AdvisorDiscover