# UNITY FINANCIAL PLANNING GROUP LLC

UNITY FINANCIAL PLANNING GROUP LLC is a RIA based in Kennesaw.

## Overview

- **Organization type:** RIA
- **Headquarters:** Kennesaw
- **Assets under management:** Undisclosed
- **Website:** https://unityfinancialplanning.com

## Regulatory record

- **CRD number:** 333889
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/333889

## About

UNITY FINANCIAL PLANNING GROUP LLC is a state-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.

## Questions

### 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.

## Related profiles

- [McCarty Wealth](https://altss.com/profile/mccarty-wealth)
- [Elmind Capital LP](https://altss.com/profile/elmind-capital-lp)

---

Last updated: 2026-07-09T01:05:17.376Z

Canonical page: https://altss.com/profile/unity-financial-planning-group-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology