Firm
Unity Wealth Strategies
Colorado Springs, Colorado
Fee-only
Unity Wealth Strategies at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 2 employees and 93 individual clients.
- Its average account is about $56,000 (assets it manages divided by its 153 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Colorado Springs, Colorado |
|---|---|
| Website | myunitywealth.com |
| [email protected] | |
| Phone | (719) 602-1221 |
Unity Wealth Strategies fees
Unity Wealth Strategies 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, one-time plans or projects. 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 | $8 million |
| Individual clients | 93 |
| Accounts managed | 153 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | June 12, 2026 |
| SEC record | CRD 332777 |