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 provides financial planning and portfolio management services targeted at individuals and small businesses. Its compensation mixes percentage-of-AUM billing with fixed fees and other arrangements. Unity does not position itself as a capital allocator or pension consultant, and it does not list ESG investing among its active priorities. Unity maintains an industry relationship with an insurance company, which suggests insurance products may play a role in client solutions or distribution, though the firm's primary advisory offerings center on planning and discretionary portfolio management.

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