Michael Turgeon
Michael Turgeon is a ChFC-designated registered investment advisor at Unity Financial Planning Group LLC, based in Kennesaw, GA, with 38 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 41 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Fees are negotiable. Tax-Inclusive Asset Management starts at 1% for the first $250,001 or more of assets under management.
Fee Estimator
Location
Kennesaw, GA
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Michael is involved in several investment-related activities, including Refer Me IQ, Five Date Rule Film, Black Cat Decisions LLC, T&M Family Enterprises LLC, Collective Resources International LLC, and The Turgeon Group LLC. He also leads the development of Peekaboo - Hoodie LLC and is co-manager of Financial Concierge Partners, LLC, dedicating minimal time to each of these ventures.
Employment History
Current Registrations
Unity Financial Planning Group LLC
Previous Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
Palmetto Advisory GroupBroker
Manning & Napier Advisors, LLC
Manning & Napier Investor Services, INC.Broker
Harvest Krane Investments LLCBroker
American Century Brokerage, INC.Broker
American Century Investment Services INC.Broker
Phoenix Equity Planning CorporationBroker
Dean Witter Reynolds INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.