David Bennett
Unify Financial Advisors · Clearwater, Florida
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.
Request an introduction to David →
Specialties
Facts
| Firm | Unify Financial Advisors |
|---|---|
| Based in | Clearwater, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $155.8M across 567 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 4761782 |
| Exams passed | Series 63 (2004) · Series 65 (2006) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.unifyfa.com |
| Profile |
How David's firm compares
- Unify Financial Advisors's average account is about $275,000, from its Form ADV (assets managed divided by 567 accounts).
Request an introduction to David
Tell David a little about what you're looking for. David isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Unify Financial Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.