Unitas Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Average account size
—
About
Unitas Partners LLC is a small independent advisory firm that provides investment management and comprehensive financial planning to individuals, high‑net‑worth clients, and small businesses. Its stated services include retirement and estate planning, insurance advisory, debt and cash‑flow management, and both tax planning and tax return preparation.
The firm describes an investment approach grounded in fundamental analysis with a tendency toward long‑term purchases across equities, fixed income, mutual funds, and ETFs, and it accepts discretionary authority while allowing clients to impose investment restrictions. Accounts are reviewed quarterly and the firm also offers project‑based financial planning on an hourly basis.
A distinctive feature is that the firm’s principal is a licensed CPA and tax accountant and the adviser is affiliated with accounting services, enabling integrated tax preparation and advisory offerings—an arrangement the brochure notes as a potential conflict that is managed through disclosure and periodic review. The brochure also discloses that the firm does not aggregate client trade orders (which can increase transaction costs for individual accounts) and that it is not accepting new clients and reports zero assets under management.
Client services
Expertise
Fee options
$100,000 - $300,000: 1.00% annual fee $300,001 - $1,000,000: 0.85% annual fee $1,000,001 - $2,000,000: 0.70% annual fee $2,000,001+: 0.50% annual fee
$275 per hour for miscellaneous financial services such as insurance planning, debt management, and cash flow management
Account minimum: $100,000
Main office location
Unitas Partners LLC
7301 N Ranch Road 620, Ste 155 107
Austin TX 78726, United States
Number of offices
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")