Firm
Unique Financial Advisors
New York, New York
Fee-only
Unique Financial Advisors at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 3 employees and 49 individual clients, 26 of them high net worth.
- Its average account is about $1.5 million (assets it manages divided by its 49 accounts).
- Its website says it's taking new clients.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | New York, New York |
|---|---|
| Website | uniquefinancialadvisors.com |
| [email protected] | |
| Phone | (646) 916-4620 |
Unique Financial Advisors fees
Unique Financial Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $74 million |
| Individual clients | 23 |
| High-net-worth clients | 26 |
| Accounts managed | 49 |
| Employees | 3 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | September 1, 2026 |
| SEC record | CRD 174124 |