Unicorn Consulting
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$99,000
Total clients
1
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
1
Average account size
$99,000
About
Unicorn Consulting provides financial planning and individualized portfolio management services to individual clients, including high-net-worth individuals, and prepares written financial plans based on interviews and questionnaires. The firm offers tailored asset-allocation recommendations and may also recommend insurance products through the adviser’s independent insurance activities.
The adviser constructs customized asset allocation models that consider clients’ objectives, time horizon and risk tolerance, and generally pursues longer-term investment positions. Accounts are managed on a non-discretionary basis, with trades executed only after client approval, and analysis draws on third-party research, financial filings and computer modeling.
The firm operates as a solo practitioner and, as of the most recent brochure, manages roughly $99,000 in client assets for a single client — a scale and client base that is atypical among peers. It is also noteworthy that the adviser is an independent insurance agent (creating potential commission-related conflicts that the firm discloses and seeks to mitigate) and that the firm no longer recommends third-party investment advisers.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
General retirement planning
General estate planning guidance
Fee options
$500 for financial planning service
0.75% annually
Main office location
Unicorn Consulting
Ayer MA, United States
Number of offices
1
Most active in
Unicorn Consulting has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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