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UNITY FINANCIAL PLANNING GROUP LLC

CRD 333889

Visit website

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

TypeClientsAUM
Individuals180$23.5M
High net worth individuals28$47.5M

All web addresses on file

Official SEC filing: View on IAPD