Neil Unger
AIRE Advisors · Beverly Hills, California
Neil Unger is a fee-only financial advisor at AIRE Advisors in Beverly Hills, California, who holds the CFP credential. Neil focuses on founders (pre-exit), retirement planning and estate & legacy planning. AIRE Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Ultra high net worth
- Multi-generational families
Facts
| Firm | AIRE Advisors |
|---|---|
| Based in | Beverly Hills, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $1.01B across 1,163 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, NV, NY, TX, WA · CRD 7379881 |
| Exams passed | Series 65 (2021) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.aireadvisors.com |
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Questions about Neil
Is Neil Unger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Neil holds no broker registration, and AIRE Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Neil charge for financial advice?
Neil's firm, AIRE Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Neil Unger based?
Neil Unger is based in Beverly Hills, California.
What does Neil specialize in?
Neil's specialties include founders (pre-exit), retirement planning, estate & legacy planning, tax planning and cross-border (US / Canada). Neil works with founders, executives, ultra high net worth and multi-generational families.
What credentials does Neil Unger hold?
Neil Unger holds the CFP credential.
Is Neil Unger registered with the SEC?
Yes. Neil Unger is registered as an investment adviser representative in CA, NV, NY, TX and WA (CRD 7379881), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does AIRE Advisors manage?
AIRE Advisors reports $1.01B across 1,163 accounts in assets under management.
How do I contact Neil Unger?
Through Neil's website, www.aireadvisors.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
- AIRE 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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