Advisor at Unity Financial Planning Group LLC
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Firm
Unity Financial Planning Group LLC
Location
Kennesaw, GA
Credentials
Series 63, Series 65
Industry experience
27 years
Robert Takacs is a financial advisor at SB Advisory, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association, Oppenheimer & Co. Inc, and San Blas Advisory. He has served as treasurer of the Marine Corp Coordinating Council of Georgia, a registered charitable organization, for approximately seven years. SB Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and businesses, offering portfolio management, retirement plan services, and access to third-party money managers. The firm uses a combination of technical, fundamental, and qualitative analysis to tailor portfolios and manages assets primarily on a non-discretionary basis.
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 · Michigan · Ohio
Unity Financial Planning Group LLC
2025 - Present (1 year)
San Blas Advisory
2022 - 2025 (3 years)
Oppenheimer & Co. Inc
2020 - 2022 (2 years)
UnEMPLOYED
2019 - 2020 (1 year)
Morgan Stanley Private Bank, National Association
2015 - 2019 (4 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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Series 65
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CFP®, ChFC®, Series 63
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McWilliams Financial Advisory Group LLC
Series 66
Kennesaw, GA
Schumpert Investments, LLC
ChFC®, Series 63, Series 65
Atlanta, GA
MCC Wealth
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