Benjamin Treece
Benjamin Treece is a registered investment advisor at Unity Financial Planning Group LLC, based in Kennesaw, GA, with 15 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 41 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Fees are negotiable. Tax-Inclusive Asset Management starts at 1% for the first $250,001 or more of assets under management.
Fee Estimator
Location
Kennesaw, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Benjamin is involved in several business activities, including a land holding company, an informational newsletter, an office supply and staffing company, an aircraft ownership entity, SB Advisory, Treece Investments LLC, and The GoFolio. He dedicates a significant amount of time to investment-related activities through SB Advisory and Treece Investments LLC, while the other activities require minimal time commitment and are not investment-related.
Employment History
Current Registrations
Unity Financial Planning Group LLC
Previous Registrations
Sb Advisory, LLC
San Blas Securities LLCBroker
Treece Investment Advisory CORP
Treece Financial Services CORP.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.