UNITY FINANCIAL PLANNING GROUP LLC

Overview

Unity Financial Planning Group LLC is an independent registered investment adviser organized as an LLC that focuses on individual and family clients. The firm offers financial planning and portfolio management services tailored to individuals and small businesses. Its billing mixes percentage-of-AUM fees with fixed-fee arrangements and other fee structures. Unity is not positioned as a capital allocator and does not identify as an active ESG investor. Filings indicate the adviser is single-state in scope and maintains an affiliation with an insurance company. Ownership is recorded as a domestic entity and individual combination; the firm is not newly formed.

Assets & Accounts

Investments & Alternatives

Location & Offices