Updated:Jul 9, 2026

UNITY FINANCIAL PLANNING GROUP LLC

UNITY FINANCIAL PLANNING GROUP LLC is an SEC-registered investment adviser in KENNESAW, GA. The firm manages $71 million in assets, $66 million on a...

UNITY FINANCIAL PLANNING GROUP LLC

UNITY FINANCIAL PLANNING GROUP LLC is an SEC-registered investment adviser in KENNESAW, GA. The firm manages $71 million in assets, $66 million on a discretionary basis. It has 6 employees and 6 investment advisers.

Website

unityfinancialplanning.com

General information

Firm type

RIA

Location

City

Kennesaw

What services does UNITY FINANCIAL PLANNING GROUP LLC offer?

Based on its registered investment advisor status, the firm likely provides financial planning, investment management, and related advisory services to individuals and institutions. Specific service offerings are not publicly documented.

Who are the principals of UNITY FINANCIAL PLANNING GROUP LLC?

Public records do not name any principals or leadership team members for the firm. Registration documents with the SEC or state regulators may list this information, but it is not openly accessible in standard public sources.

Where is UNITY FINANCIAL PLANNING GROUP LLC headquartered?

The firm's headquarters location is not confirmed in public records. RIA registrations typically require a business address, but that detail has not been surfaced in available sources.

Is UNITY FINANCIAL PLANNING GROUP LLC a single family office?

No publicly available information indicates that UNITY FINANCIAL PLANNING GROUP LLC operates as a single family office. Its registration as an RIA suggests it serves multiple clients, though its exact client base is not documented.

Does UNITY FINANCIAL PLANNING GROUP LLC disclose its assets under management?

The firm's AUM is not publicly disclosed. SEC filings for RIAs often include AUM, but no such number has been found in publicly accessible records for this firm.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jul 9, 2026. Continuous refresh with full update cycles at least every 30 days.