RIA Intel›Advisers›Georgia›UNITY FINANCIAL PLANNING GROUP LLC

UNITY FINANCIAL PLANNING GROUP LLC

Advisory

KENNESAW, GA

Data as of Apr 30, 2026 · Source: SEC Form ADV

Rank in GA
#541
of 607 advisers by AUM
Average account
$164K
across 433 accounts
AUM per adviser
$12M
6 advisers

Source: SEC Form ADV. Figures as filed Apr 30, 2026.

Total AUM
$71M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
6
Assets Under Management
Total AUM$71M
Discretionary AUM$66M
Non-Discretionary AUM$5M
Discretionary %93.4%
Total Clients208
Team
Total Employees6
Investment Advisers6
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InGA, IN, KS, MI, OH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

L.V.O. ADVISORY INC.
ROSWELL, GA
$71M
OPTIMUM WEALTH MANAGEMENT, LLC.
$71M
+251.3% 1Y
CHAMBERLAIN FINANCIAL ADVISORS, INC.
$72M
GLOBAL INVESTMENT ADVISORY LLC
MCDONOUGH, GA
$72M
PIEDMONT INVESTMENT ADVISORY LLLP
ATLANTA, GA
$72M
0.0% 1Y
HYBRID INVESTMENT MANAGEMENT, LLC
ATLANTA, GA
$70M

Get the full picture on UNITY FINANCIAL PLANNING GROUP LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track UNITY FINANCIAL PLANNING GROUP LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans