# David Bennett

> David Bennett is a fee-only financial advisor at Unify Financial Advisors in Clearwater, Florida, who holds the CFP credential. David focuses on retirement planning, estate & legacy planning and tax planning. Unify Financial Advisors reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-bennett/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Unify Financial Advisors
- **Based in:** Clearwater, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $155.8M across 567 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 4761782 (https://adviserinfo.sec.gov/individual/summary/4761782)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 63 (2004), Series 65 (2006)
- **Firm size:** 3 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.unifyfa.com

## Frequently asked questions

### Is David Bennett a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Unify Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, Unify Financial Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is David Bennett based?

David Bennett is based in Clearwater, Florida.

### What does David specialize in?

David's specialties include retirement planning, estate & legacy planning and tax planning.

### What credentials does David Bennett hold?

David Bennett holds the CFP credential.

### Is David Bennett registered with the SEC?

Yes. David Bennett is registered as an investment adviser representative in FL (CRD 4761782), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Unify Financial Advisors manage?

Unify Financial Advisors reports $155.8M across 567 accounts in assets under management.

### How do I contact David Bennett?

Through David's website, www.unifyfa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4761782): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://unifyfa.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.