Unify Financial Advisors fees and pricing

Financial planner in Clearwater, Florida. Registered with the SEC.

According to its Form ADV Part 2A brochure dated April 16, 2026, Unify Financial Advisors charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “Financial planning services are offered at a negotiable hourly rate not to exceed $200 per hour for the initial engagement.”

Payment and refund terms, quoted from the fee section of the brochure.

“The initial fee will be based on a client's account value as of the date the Investment Advisory Agreement (IAA) is signed and will be prorated based on the number of days from the first day of management to the end of the month in which the IAA was signed.”
“Subsequently, fees are determined in arrears on the last trading day of each month and collected during the following month.”
“Billing Accounts are billed in arrears based on the value of the portfolio, including cash and cash equivalents, as of the last trading day of each month.”

Its hourly rate of $200 is below the Florida median of $288. 14% of the 372 other Florida planners that publish an hourly rate charge less.
2 of the 4 other planners in Clearwater that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Clients: 193
Employees: 3
Works with: Individuals, high net worth individuals, and businesses
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $155,790,004
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 324120
Website: unifyfa.com (opens in new tab)
Phone: (727) 306-0299

Can advise clients in 2 states: Florida, Ohio

Is something on this page wrong or out of date?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.