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Unity Wealth Strategies

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Client assets under management

$8,041,833

Clients

93

0% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

47

Typical

Average account size

$86,471

About

Unity Wealth Strategies serves individual investors, charitable organizations, and businesses with investment management, both ongoing and project-based financial planning, and educational seminars or speaking engagements. The firm operates as a fee-only adviser and typically charges asset-based fees for portfolio management while using fixed or hourly arrangements for planning and seminars.

The firm’s investment process emphasizes asset allocation and Modern Portfolio Theory, using a mix of passive and active vehicles and applying fundamental, technical, and cyclical analysis to select mutual funds, ETFs, bonds, and individual securities. Accounts are generally managed on a discretionary basis with client-imposed restrictions accommodated, periodic (quarterly) reviews, and optional socially responsible investing overlays when requested.

Compared with many peers, the brochure notes an advisory affiliate relationship and that the adviser operates as a corporate d/b/a structure, an arrangement that is uncommon for firms its size. The firm also lists educational seminars and speaking engagements as a distinct service offering and discloses key personnel maintain other outside professional roles, both features that set it apart from most supported advisers.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.)

Fee options

Fixed

Project-based financial planning fixed fees ranging from $50 to $5,000; seminars/speaking engagements fees ranging from $0 to $3,000 per engagement

Percentage

$0 - $999,999: 1.00% $1,000,000 - $2,499,999: 0.90% $2,500,000 - $3,999,999: 0.80% $4,000,000+: 0.70%

Project-based

$250 per hour for project-based financial planning

Subscriptions

Ongoing financial planning fees paid monthly ($50 to $1,250) or quarterly ($150 to $2,500) in advance

Other

Fee-only: Fixed/project-based financial planning fees ranging from $50 to $5,000; hourly rate of $250; ongoing financial planning fees $50 to $1,250 per month or $150 to $2,500 per quarter

Main office location

Unity Wealth Strategies

Colorado Springs CO, United States

Number of offices

2

Most active in

More info

Colorado · Ohio · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 719-602-1221

Advisors at this firm

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user avatar

Shari C

Series 65

Colorado Springs, CO

Unity Wealth Strategies

Shari Carlson is a financial advisor at Unity Wealth Strategies in Colorado Springs, CO, with six years of industry experience. She holds a Series 65 designation and has worked at several firms including Creative Financial Services, Inc. and Collaborative Consulting Group LLC. Outside of her advisory role, Carlson works as a trainer at Balancing Life's Issues, serves as a substitute teacher in the Harrison School District 2, and acts as a parent provider community connector for S Carlson Care Provider. Unity Wealth Strategies is a fee-only registered investment adviser that serves individual clients and small organizations through investment management and comprehensive financial planning. The firm employs a combination of passive and active strategies aligned with asset-allocation principles and offers educational seminars and speaking engagements.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Rebecca M

Series 65

Colorado Springs, CO

Unity Wealth Strategies

Rebecca Miller is a financial advisor at Unity Wealth Strategies with 10 years of industry experience. She holds a Series 65 designation and previously worked at Creative Financial Services, Inc. for 11 years. In addition to her advisory role, she works part-time as an Operations & Client Experience Specialist at Hessel Financial Advisors, supporting client correspondence and administrative tasks. Unity Wealth Strategies is a fee-only registered adviser that provides investment management and comprehensive financial planning to individuals and small organizations. The firm uses a combination of passive and active strategies within a discretionary asset-allocation framework and offers educational seminars and speaking engagements.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.)
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