Advisor at Unity Financial Planning Group LLC
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Firm
Unity Financial Planning Group LLC
Location
Kennesaw, GA
Credentials
ChFC®, Series 63, Series 65, Series 66
Industry experience
38 years
Michael Turgeon is a financial advisor at Unity Financial Planning Group LLC in Kennesaw, GA, holding the ChFC® designation with 38 years of industry experience. His prior roles include positions at Thrivent Financial, Mutual of Omaha, and Prudential Insurance Company of America. Outside of his advisory work, he leads an invention project in the apparel industry through Peekaboo - Hoodie LLC and co-manages Financial Concierge Partners, LLC, a networking platform for referral partners. Unity Financial Planning Group serves individuals, families, high-net-worth clients, and employer-sponsored retirement plans by providing comprehensive financial planning and discretionary portfolio management. The firm emphasizes long-term holdings guided by individualized investment policies and integrates tax and estate coordination services alongside a subscription-style planning model.
Based on Unity Financial Planning Group LLC
Planning Package starts at $2,995 plus $750 annual maintenance; Legacy Package starts at $4,995 plus $1,250 annual maintenance; fees can increase based on complexity; discounts for veterans
$0 - $250,000: Max 2% $250,001 - $500,000: Max 1.75% $500,001+: Max 1.50%
$50 per month for ongoing financial guidance and access to financial planning software
Kennesaw, GA
Georgia
Unity Financial Planning Group, LLC
2025 - Present (1 year)
LPL Enterprise
2024 - 2025 (1 year)
Pruco Securities LLc
2023 - 2024 (1 year)
Prudential Insurance company of America
2023 - 2024 (1 year)
Thrivent Financial
2020 - 2023 (3 years)
Thrivent Investment Management Inc
2020 - 2023 (3 years)
Thrivent Financial
2020 - 2020 (1 year)
Mutual of Omaha Investor Services
2018 - 2020 (2 years)
Mutual of Omaha Insurance Company
2018 - 2020 (2 years)
Palmetto Advisory Group
2016 - 2018 (2 years)
Turgeon Consulting Group, LLC.
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Atlanta, GA
Steele Financial Studios
Series 63, Series 65
Smyrna, GA
Opportunity Investment Group, LLC
Series 65
Marietta, GA
AF Capital Management, LLC
CFP®, ChFC®, Series 63
Atlanta, GA
McWilliams Financial Advisory Group LLC
Series 66
Kennesaw, GA
Schumpert Investments, LLC
ChFC®, Series 63, Series 65
Atlanta, GA
MCC Wealth
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