UNITY FINANCIAL PLANNING GROUP LLC

UNITY FINANCIAL PLANNING GROUP LLC of KENNESAW, GA is an SEC-registered investment adviser (CRD 333889). Regulatory assets under management: $71.0M.

Registration

• CRD: 333889
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333889 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search