Karl Hering
Unity Wealth Strategies · Colorado Springs, Colorado
Karl Hering is a fee-only financial advisor at Unity Wealth Strategies in Colorado Springs, Colorado. Karl charges an ongoing planning fee and a one-time planning fee.
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Facts
| Firm | Unity Wealth Strategies |
|---|---|
| Based in | Colorado Springs, Colorado |
| Fee model | Ongoing planning fee · One-time planning fee |
| Accepting new clients | Yes |
| Assets under management | $8.5M across 153 accounts |
| SEC registration | Investment adviser representative in CO, OH, TX · CRD 7376500 |
| Exams passed | Series 63 (2023) · Series 65 (2021) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.myunitywealth.com |
| Profile |
How Karl's firm compares
- Unity Wealth Strategies's average account is about $56,000, from its Form ADV (assets managed divided by 153 accounts).
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Questions about Karl
Is Karl Hering a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Karl holds no broker registration, and Unity Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Karl charge for financial advice?
Karl charges an ongoing planning fee and a one-time planning fee.
Where is Karl Hering based?
Karl Hering is based in Colorado Springs, Colorado.
Is Karl Hering registered with the SEC?
Yes. Karl Hering is registered as an investment adviser representative in CO, OH and TX (CRD 7376500), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Unity Wealth Strategies manage?
Unity Wealth Strategies reports $8.5M across 153 accounts in assets under management.
How do I contact Karl Hering?
Through Karl's website, www.myunitywealth.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
- Unity Wealth Strategies 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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