Wade Marcy
Wade Marcy is a registered investment advisor at Unity Financial Planning Group LLC, based in Acworth, GA, with 4 years of industry experience. Wade 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
Acworth, 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 ActivitiesSells Insurance
Wade is the owner and an insurance professional at Unity Life & Legacy, assisting clients with insurance needs. He also co-manages Financial Concierge Partners, LLC, a networking platform, dedicating minimal time to each activity.
Employment History
Current Registrations
Unity Financial Planning Group LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Thrivent Investment Management INC.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.