U
CRD: 333889
Unity Financial Planning Group LLC
$71.0M Total AUM
$66.3M Disc. AUM
-- 3Y CAGR
6 Employees
208 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-02-2025
- Office Locations
- 3
Office Locations
1275 Shiloh RD NW Suite 2730 Kennesaw GA
-- Acworth GA
-- Lawrence KS
About Unity Financial Planning Group LLC
Unity Financial Planning Group LLC is a Kennesaw-based RIA with 3 offices. The firm has been operating for 1 years. Managing $71.0M in total assets under management, with 6 advisory representatives. They custody assets with Altruist.
Team overview
-- AVG AGE
$11.8M AVG AUM / ADVISOR
$341.5K AVG AUM / CLIENT
0.8 yrs AVG TENURE
6 Employees
6 Advisory Reps
6 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
W
Wade Marcy
Chief Compliance Officer, Financial Planner, Managing Member
- CRD
- #7311972
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
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M
Matthew D Hertig
--
- CRD
- #2880468
Available
Available
Available
J
JAMES PARNICK JENNINGS Jr
--
- CRD
- #5615652
Available
Available
Available
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,323,000 | -- |
| Non-Discretionary | $4,700,000 | -- |
| Total | $71,023,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Equity - Exchange:
Available Cash:
Available Sovereign Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Sovereign Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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