Unify Wealth Management LLC

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Client assets under management

$28,709,440

Clients

209

6% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

105

High

Average account size

$137,366

About

Unify Wealth Management LLC provides fee‑based financial planning, discretionary investment management, and retirement plan consulting primarily to individual and high‑net‑worth clients, as well as businesses and pension plans. The two‑advisor firm manages about $54.5 million across roughly 209 client relationships and generally charges advisory fees on a percentage‑of‑assets basis.

Investment programs are implemented through a third‑party portfolio manager that emphasizes passive, asset‑class portfolios—largely no‑load mutual funds and ETFs, including Dimensional Fund Advisors funds—constructed under modern portfolio theory and periodically rebalanced. Client accounts are custodied at institutional firms (Schwab for retail managed accounts; RPC/MG Trust for retirement plans), operate under limited trading authorization, and the firm does not accept commissions or maintain custody of client assets except to directly debit advisory fees.

A distinctive feature is the firm’s affiliation and common ownership with a separately‑owned CPA practice (Unify CPAs P.C.); multiple principals are licensed CPAs who continue to provide tax and accounting services (one principal devotes roughly half of her time to CPA work, another about ten percent). The brochure discloses the resulting conflicts of interest and outlines mitigation measures—fiduciary duties, disclosure, and clients’ ability to engage other providers—which is less common among similarly sized supported firms.

Client services

Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning Income planning General tax planning Wealth management

Occupation focus

Founder/Business Owner

Fee options

Fixed

Negotiated fixed fees for retirement planning services based on plan size and complexity, exact amounts not specified.

Percentage

$0 - $49,999: 1.75% $50,000 - $199,999: 1.50% $200,000 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.90% $2,000,000 - $2,999,999: 0.80% $3,000,000 - $3,999,999: 0.70% $4,000,000 - $4,999,999: 0.60% $5,000,000+: 0.50%

Project-based

Hourly rates charged for financial planning services; exact amounts not specified.

Other

Fee-only: Hourly rate for financial planning services; specific rates not stated in brochure.

Main office location

Unify Wealth Management LLC

185 N College Avenue, 2 Nd Floor

Fort Collins CO 80524, United States

Number of offices

Most active in

Colorado · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 970-484-9655

Advisors at this firm

Stephanie K

Series 65

Fort Collins, CO

Unify Wealth Management LLC

Stephanie Kimak is a financial advisor at Unify Wealth Management LLC in Fort Collins, CO, holding a Series 65 designation with 10 years of industry experience. She has worked as an accountant and tax services provider at Unify CPAs PC since 1999 and is a shareholder in that firm. In addition to her advisory role, she is involved in payroll services through Unify LLC and holds membership interests in two non-investment companies. Unify Wealth Management LLC serves individual and high-net-worth clients, as well as businesses and pension plans, offering fee-based financial planning, discretionary investment management, and retirement plan consulting. The firm employs a passive, asset-class investment approach implemented through third-party portfolio managers and maintains a unique affiliation with a CPA practice.

General retirement planning Income planning General tax planning Wealth management Founder/Business Owner

David F

Series 65

Fort Collins, CO

Unify Wealth Management LLC

David Fry is a financial advisor at Unify Wealth Management LLC in Fort Collins, CO, holding a Series 65 designation with 10 years of industry experience. He is also a shareholder and accountant at Unify CPAs P.C., where he spends the majority of his time. Additionally, he is involved in several business ventures including payroll processing and ownership interests in commercial real estate and a restaurant. Unify Wealth Management LLC offers fee-based financial planning, discretionary investment management, and retirement plan consulting primarily to individual and high-net-worth clients, as well as businesses and pension plans. The firm employs a passive, asset-class investment approach implemented through third-party portfolio managers and maintains a unique affiliation with a CPA practice.

General retirement planning Income planning General tax planning Wealth management Founder/Business Owner

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