Advisor at Unity Financial Planning Group LLC
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Firm
Unity Financial Planning Group LLC
Location
Acworth, GA
Credentials
Series 63, Series 65
Industry experience
4 years
Wade Marcy is a financial advisor at Unity Financial Planning Group LLC with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Thrivent Financial, Pruco Securities LLC, and The Prudential Insurance Company of America. Outside of his advisory work, Mr. Marcy owns Unity Life & Legacy, where he assists clients with insurance needs, and he co-manages Financial Concierge Partners, LLC, a networking platform for financial referral partners. Unity Financial Planning Group is a registered investment adviser serving individuals, families, high-net-worth clients, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and discretionary portfolio management with an emphasis on long-term holdings, integrating tax and estate services and offering a subscription-style ongoing planning service.
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
Acworth, GA
Georgia · Indiana · Michigan · Ohio
Unity Financial Planning Group LLC
2024 - Present (2 years)
Southest Life & Legacy
2024 - Present (2 years)
Pruco Securities LLC
2023 - 2024 (1 year)
The Prudential Insurance Company of America
2023 - 2024 (1 year)
Thrivent Financial
2021 - 2023 (2 years)
Thrivent Financial
2021 - 2021 (1 year)
Thrivent Investment Management Inc
2020 - 2023 (3 years)
Dream Land Pet Memorial Center
2015 - 2021 (6 years)
Georgia Funeral Care
2015 - 2021 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Series 65
Marietta, GA
AF Capital Management, LLC
Series 63, Series 65
Canton, GA
Gustafsson Wealth Management, Inc.
Series 66
Kennesaw, GA
Schumpert Investments, LLC
Series 63, Series 65
Marietta, GA
DPM Wealth Management, Inc.
CFP®, Series 63, Series 65
Marietta, GA
Financial Planning Partners
Series 65
Marietta, GA
Waypoint Financial Planning, LLC
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