Unity Financial Planning Group LLC

Overview

Unity Financial Planning Group LLC is an independent registered investment adviser organized as a limited liability company that serves individuals, families and small-business owners. Its core offerings are comprehensive financial planning and portfolio management for individual and small-business clients. The firm charges clients through a mix of percentage-of-assets, fixed fees and other fee arrangements. Unity is not structured as a capital allocator or a pension consultant; it operates more as a hands-on adviser delivering planning and discretionary portfolio management rather than as a multi-manager platform. The firm does not identify as an ESG investor. An industry affiliation with an insurance company is noted in its filings.

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