Firm
Turgeon & CO
Knoxville, Tennessee
Fee-only
Turgeon & CO at a glance
- One of 180 fee-only firms based in Tennessee in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 14 individual clients.
- Its average account is about $15,000 (assets it manages divided by its 23 accounts).
Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee
Facts
| Based in | Knoxville, Tennessee |
|---|---|
| Phone | (423) 231-7943 |
Turgeon & CO fees
Turgeon & CO doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $0 million |
| Individual clients | 14 |
| Accounts managed | 23 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | September 3, 2026 |
| SEC record | CRD 339853 |