Benjamin Cory Treece
Professional Summary
Benjamin Cory Treece, who also goes by Ben Cory Treece, Benjamin C Treece, is a registered financial advisor currently at UNITY FINANCIAL PLANNING GROUP LLC located in Kennesaw, Georgia. Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Benjamin has worked at 5 firms and has passed the Series 66, Series 99TO, SIE, Series 7, Series 27 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Ben Cory Treece, Benjamin C Treece
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
BENEFICIARY WEALTH MANAGEMENT | UNITY FINANCIAL PLANNING GROUP LLC
Contact Information
Main Address
1275 Shiloh Rd Nw Suite 2730, Kennesaw, GA 30144Phone Number
(470) 457-6385# of Employees
6Documents
Regulatory Assets Under Management
Total Number of Accounts
433AUM (Assets Under Management)
$71,023,000Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(12/12/2025)
(11/25/2025)
(11/25/2025)
(11/26/2025)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Cory Treece's CRS (Customer Relationship Summary).
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