Shari Carlson
Unity Wealth Strategies · Colorado Springs, Colorado
Shari Carlson is a fee-only financial advisor at Unity Wealth Strategies in Colorado Springs, Colorado. Shari 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 7079009 |
| Exams passed | Series 65 (2019) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.myunitywealth.com |
| Profile |
How Shari'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 Shari
Is Shari Carlson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shari 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 Shari charge for financial advice?
Shari charges an ongoing planning fee and a one-time planning fee.
Where is Shari Carlson based?
Shari Carlson is based in Colorado Springs, Colorado.
Is Shari Carlson registered with the SEC?
Yes. Shari Carlson is registered as an investment adviser representative in CO, OH and TX (CRD 7079009), 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 Shari Carlson?
Through Shari'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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