Rebecca Miller
Unity Wealth Strategies · Colorado Springs, Colorado
Rebecca Miller is a fee-only financial advisor at Unity Wealth Strategies in Colorado Springs, Colorado. Rebecca 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 6556936 |
| Exams passed | Series 65 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.myunitywealth.com |
How Rebecca'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 Rebecca
Is Rebecca Miller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rebecca 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 Rebecca charge for financial advice?
Rebecca charges an ongoing planning fee and a one-time planning fee.
Where is Rebecca Miller based?
Rebecca Miller is based in Colorado Springs, Colorado.
Is Rebecca Miller registered with the SEC?
Yes. Rebecca Miller is registered as an investment adviser representative in CO, OH and TX (CRD 6556936), 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 Rebecca Miller?
Through Rebecca'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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