Unity Financial Planning Group LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 30, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee

$50/mo

“Fees ○ Monthly Fee: $50 per month. ○ Services Included:”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Unity Financial Planning Group LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees a re ca lcula ted a nnua lly, billed monthly in a rrea rs, a nd ba sed on the da ily a vera ge a ccount va lue during the billing period.”
• “The set- up fee is due in advance at the time the advisory relationship is established.”
• “The AUM fee is negotiable and is billed monthly in arrears.”

About Unity Financial Planning Group LLC

• Firm size: 6 employees.
• Founded: 2024 (2 years).

Planning areas mentioned in the brochure

• Tax planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

208

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$71,023,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

333889

Website

unityfinancialplanning.com (opens in new tab)

Phone

(470) 457-6385

Can advise clients in 5 states: Georgia, Indiana, Kansas, Michigan, Ohio

Other planners in Kennesaw that publish fees

• Brightedge Wealth ManagementKennesaw$125/hr
• Henssler FinancialKennesaw$5,000
• Paraklete Financial, Inc.Kennesaw$3,000⁠-⁠$200,000, $3,000⁠-⁠$150,000/yr
• Parrish Capital, LLCKennesaw$75⁠-⁠$450/hr, $2,500⁠-⁠$20,000

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