Keegan Erva
Unify Financial Advisors · Clearwater, Florida
Keegan Erva is a fee-only financial advisor at Unify Financial Advisors in Clearwater, Florida. Keegan 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.
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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 |
| SEC registration | Investment adviser representative in FL · CRD 7771413 |
| Exams passed | Series 65 (2023) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.unifyfa.com |
| Profile |
How Keegan's firm compares
- Unify Financial Advisors's average account is about $275,000, from its Form ADV (assets managed divided by 567 accounts).
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Questions about Keegan
Is Keegan Erva a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Keegan 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 Keegan charge for financial advice?
Keegan's firm, Unify Financial Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Keegan Erva based?
Keegan Erva is based in Clearwater, Florida.
What does Keegan specialize in?
Keegan's specialties include retirement planning, estate & legacy planning and tax planning.
Is Keegan Erva registered with the SEC?
Yes. Keegan Erva is registered as an investment adviser representative in FL (CRD 7771413), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Unify Financial Advisors manage?
Unify Financial Advisors reports $155.8M across 567 accounts in assets under management.
How do I contact Keegan Erva?
Through Keegan'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.
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