Karen McIntyre
Uniting Wealth Partners · Odessa, Texas
Karen McIntyre is a fee-only financial advisor at Uniting Wealth Partners in Odessa, Texas, who holds the ChFC credential. Uniting Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Uniting Wealth Partners |
|---|---|
| Based in | Odessa, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $934.6M across 2,337 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in TX · CRD 1029663 |
| Exams passed | Series 63 (1982) · Series 65 (1999) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | unitingwealthpartners.com |
How Karen's firm compares
- Uniting Wealth Partners's average account is about $400,000, from its Form ADV (assets managed divided by 2,337 accounts).
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Questions about Karen
Is Karen McIntyre a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Karen holds no broker registration, and Uniting Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Karen charge for financial advice?
Karen's firm, Uniting Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Karen McIntyre based?
Karen McIntyre is based in Odessa, Texas.
What credentials does Karen McIntyre hold?
Karen McIntyre holds the ChFC credential.
Is Karen McIntyre registered with the SEC?
Yes. Karen McIntyre is registered as an investment adviser representative in TX (CRD 1029663), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Uniting Wealth Partners manage?
Uniting Wealth Partners reports $934.6M across 2,337 accounts in assets under management.
How do I contact Karen McIntyre?
Through Karen's website, unitingwealthpartners.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
- 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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