Unique Wealth, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$25,000

“We charge flat fees ranging from $2,500 to $25,000 for financial planning and consulting services, which are negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Unique Wealth, LLC bills

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

• “If assets in excess of $50,000 are deposited into or withdrawn from an account after the inception of a billing period, the fee payable with respect to such assets is adjusted to reflect the interim change in portfolio value.”
• “In the event the Advisory Agreement is terminated, the fee for the final billing period is prorated through the effective date of the termination and the outstanding or unearned portion of the fee is charged or refunded to the client, as appropriate.”
• “Our advisory fee is negotiable, depending on individual client circumstances and account type.”

How Unique Wealth, LLC’s fees compare

• Its flat or project fee of $2,500-$25,000 spans the Florida median of $4,900. 86% of the 320 other Florida planners that publish a flat or project fee charge less.
• 19 of the 20 other planners in Tampa that publish a flat or project fee charge less.

About Unique Wealth, LLC

• Firm size: 15 employees.
• Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.65% a year

Clients

807

Employees

15

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$965,627,008

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

312462

Website

uniquewealth.com (opens in new tab)

Phone

(813) 816-2030

Can advise clients in 14 states: Alabama, California, Colorado, Florida, Georgia, Louisiana, North Carolina, Nebraska, New Hampshire, New Jersey, New York, Pennsylvania, Tennessee, Texas

Other planners in Tampa that publish fees

• Aft Financial PlanningTampa$300/hr, $1,500⁠-⁠$5,000
• American Family Legacy GroupTampa$300/hr
• Blade FinancialTampa$275/hr, $1,000⁠-⁠$2,500
• Brightwater Advisory, LLCTampa$200⁠-⁠$400/hr, $400⁠-⁠$3,000
• Caliber Wealth AdvisoryTampa$500⁠-⁠$10,000, $100⁠-⁠$750/mo
• Code Waechter LLCTampa$750⁠-⁠$6,000

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