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UNITY FINANCIAL PLANNING GROUP LLC
CRD 333889
1275 SHILOH RD NW, SUITE 2730, KENNESAW, GA, 30144, United States
Phone
470-457-6385
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$71.0M
Discretionary AUM
$66.3M
Team
6 total employees; 6 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees; SUBSCRIPTION FEES
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 180 | $23.5M |
| High net worth individuals | 28 | $47.5M |
All web addresses on file
Official SEC filing: View on IAPD