Advisor at Unity Financial Planning Group LLC
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Firm
Unity Financial Planning Group LLC
Location
Kennesaw, GA
Credentials
Series 66
Industry experience
15 years
Benjamin Treece is a financial advisor with Unity Financial Planning Group LLC in Kennesaw, GA, holding a Series 66 designation and 15 years of industry experience. He previously worked at San Blas Advisory and San Blas Securities and has been involved in various business activities including writing an informational newsletter called Pickle Jar Finance and consulting on a software solution for statistical analysis. He is also an owner of a staffing company and has experience managing private business ventures. Unity Financial Planning Group serves individuals, families, and high-net-worth clients, as well as employer-sponsored retirement plans. The firm provides comprehensive financial planning and discretionary portfolio management using a combination of individual stocks, ETFs, and mutual funds, guided by customized Investment Policy Statements and a mix of proprietary and tailored portfolios.
Based on Unity Financial Planning Group LLC
Planning Package starts at $2,995 plus $750 annual maintenance; Legacy Package starts at $4,995 plus $1,250 annual maintenance; fees can increase based on complexity; discounts for veterans
$0 - $250,000: Max 2% $250,001 - $500,000: Max 1.75% $500,001+: Max 1.50%
$50 per month for ongoing financial guidance and access to financial planning software
Kennesaw, GA
Georgia · Indiana · Michigan · Ohio
Unity Financial Planning Group LLC
2025 - Present (1 year)
San Blas Advisory
2021 - 2025 (4 years)
San Blas Securities
2021 - 2025 (4 years)
Treece Farms, Llc
2009 - 2018 (9 years)
Treece Financial Services Corp
2006 - 2021 (15 years)
Treece Investment Advisory Corp
2006 - 2021 (15 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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