Unified Wealth Management LLC fees and pricing
Financial planner in Oldsmar, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 5, 2026, Unified Wealth Management LLC charges $300 an hour and a flat or project fee of $1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“The hourly fee will not exceed $300 per hour.”
- Flat or project fee
- $1,000
“Noninvesting clients who request a financial plan, are charged one-time fees starting at $1,000 for Mr.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Unified Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “There will be no refund since the client will only pay for hours worked.”
- “The annual fee will be charged quarterly in arrears and prorated, based upon the market value of the assets on the last day of the previous quarter.”
- “Further, the fee for services will be based upon the previous quarter; therefore, there will be no refund due since the fees will only be assessed for work already performed.”
How Unified Wealth Management LLC’s fees compare
- Its hourly rate of $300 is above the Florida median of $288. 51% of the 372 other Florida planners that publish an hourly rate charge less.
- Its flat or project fee of $1,000 is below the Florida median of $4,900. 8% of the 320 other Florida planners that publish a flat or project fee charge less.
About Unified Wealth Management LLC
“Unified Wealth Management LLC is focused upon providing financial planning services to high-net-worth individuals and businesses. Therefore, prior to recommending any investment advisory arrangement Unified Wealth Management LLC will work with each client to understand their individual situation.”
- Firm size: 2 employees.
- Founded: 2016 (10 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.3% a year
- Clients
- 325
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $151,261,565
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 284553
- Phone
- (727) 216-8051
Can advise clients in 4 states: Florida, New Jersey, Texas, Virginia
Other planners in Florida that publish fees
- 22 Seven Wealth Management IncPanama City$150/hr, $500-$2,500
- 365Sundays Wealth LLCLake Mary$5,000-$15,500, $5,000/yr
- 4 VerticalRiverview$250/hr
- 7 Star Investment AdvisorsRiverview$1,500-$7,500
- Acertado InvestmentsFort Lauderdale$800-$3,600
- Achieving Veritas LLCSt. Augustine$1,500-$15,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.