# Unity Financial Planning Group LLC

> Unity Financial Planning Group LLC is a state-registered investment advisory firm in Kennesaw, GA, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 30, 2026.

- CRD: 333889
- Filed as: UNITY FINANCIAL PLANNING GROUP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Kennesaw, GA
- Filing period: October 2026
- Form ADV filing dated: April 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333889
- AdvisorCensus page: https://advisorcensus.com/firm/unity-financial-planning-group-llc-kennesaw-ga-333889

## Quick answers

**How is Unity Financial Planning Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Unity Financial Planning Group LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.

**Where is Unity Financial Planning Group LLC located?**
Unity Financial Planning Group LLC's principal office is in Kennesaw, GA, according to its Form ADV.

**Is Unity Financial Planning Group LLC registered with the SEC or a state?**
Unity Financial Planning Group LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 333889.

**How much does Unity Financial Planning Group LLC manage?**
Unity Financial Planning Group LLC reports $71,023,000 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (93% discretionary).

**What types of clients does Unity Financial Planning Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (180); high net worth individuals (28).

**Does Unity Financial Planning Group LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/333889

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $71,023,000
- Discretionary: $66,323,000
- Non-discretionary: $4,700,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 180 | $23,522,000 |
| High net worth individuals | 28 | $47,478,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $23,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, IN, KS, MI, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- unityfinancialplanning.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Unity Financial Planning Group LLC (CRD 333889): Form ADV filing data as of October 2026.