Johanna Fox Turner

Johanna Fox Turner

CFP®, CPA

Johanna is a Financial Advisor who helps clients build, manage, and preserve wealth, generate ideas for their small business and minimize their tax burden.

  • About Johanna
  • Questions & Answers

Advisor Details

Contact Advisor
Company
Senior Partner at Fox & Co. Wealth Management
Address
907 Paris Rd
Mayfield KY, 42066
Phone
(270) 247-0555
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About Johanna

I'm a Fee-Only CFP, CPA, RLP with 35 years experience, specializing in doctors, single women, and business owners

...but there's more to me than titles. I’m also a wife, a mom, a Nana, a daughter, a big sister, an unrequited chef, and owner of two successful businesses: Fox & Co. Wealth Management (d/b/a of Milestones Financial Planning, LLC). and Fox & Co., CPAs, Inc.. One thing I've learned in 35 years advising people about tax and money strategies is that nobody has all the answers when it comes to finances and everybody has some kind of guilt about money. That includes me – we've all blown it at some point, right? What’s i...

Education

  • BS, Accounting, David Lipscomb University

Certifications

Registrations
Designations
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Tips from Johanna

Johanna's videos

  • Milestones' Core Investment Principles
  • Three tips to a healthy retirement
  • Cost Saving Tips for Medigap Insurance

Johanna in the news

Typical Clients & Fee Structure

Typical Clients

People near retirement
Women
Young professionals

Fee Structure

Fee-only
Paid exclusively in fixed, flat, hourly, percentage or performance-based fees; does not receive commissions.
Hourly
Paid hourly for time spent meeting with a client or working on their behalf.

Disclaimer

We are registered with FINRA and in the states of KY, TN, TX, MO, and FL and also work with clients in many other states and Mexico.