David Unda
Unda Financial and Consulting · Palmetto Bay, Florida
David Unda is a fee-only financial advisor at Unda Financial and Consulting in Palmetto Bay, Florida. Unda Financial and Consulting reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Unda Financial and Consulting |
|---|---|
| Based in | Palmetto Bay, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $4.9M across 51 accounts |
| SEC registration | Investment adviser representative in FL · CRD 7442907 |
| Exams passed | Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | undafinancial.com |
| Profile |
How David's firm compares
- Unda Financial and Consulting's average account is about $96,000, from its Form ADV (assets managed divided by 51 accounts).
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Questions about David
Is David Unda a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Unda Financial and Consulting 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, Unda Financial and Consulting, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Unda based?
David Unda is based in Palmetto Bay, Florida.
Is David Unda registered with the SEC?
Yes. David Unda is registered as an investment adviser representative in FL (CRD 7442907), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Unda Financial and Consulting manage?
Unda Financial and Consulting reports $4.9M across 51 accounts in assets under management.
How do I contact David Unda?
Through David's website, undafinancial.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
- Unda Financial and Consulting 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.
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