# UNITY FINANCIAL PLANNING GROUP LLC

UNITY FINANCIAL PLANNING GROUP LLC of KENNESAW, GA is an SEC-registered investment adviser.

## Registration

- CRD: 333889
- Type: SEC-registered investment adviser
- Location: 1275 SHILOH RD NW, KENNESAW, GA, 30144
- Phone: 470-457-6385
- Latest filing: 2026-04-30
- Regulatory AUM: $71.0M
- Discretionary AUM: $66.3M
- Non-discretionary AUM: $4.7M
- Clients: 6
- Accounts: 433

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/333889/brochure
- Similar advisers: https://search.stillhousedata.com/firm/333889/similar
- Related entities: https://search.stillhousedata.com/firm/333889/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/333889

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.