Unitas Partners LLC fees and pricing
Financial planner in Austin, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 2, 2026, Unitas Partners LLC charges $275 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $275/hr
“The hourly rate for such services is $275.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Unitas Partners LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We charge clients on a quarterly basis in arrears.”
- “The Advisor will provide an estimate of the hours required for each project in advance based on an initial consultation and resource assessment.”
- “Billing for hourly financial planning services will occur in arrears, with payment due upon receipt of the invoice.”
How Unitas Partners LLC’s fees compare
- Its hourly rate of $275 matches the Texas median of $275. 50% of the 468 other Texas planners that publish an hourly rate charge less.
- 22 of the 57 other planners in Austin that publish an hourly rate charge less.
About Unitas Partners LLC
“We offer a variety of financial advisory services, including: Financial Planning - Financial planning involves a comprehensive evaluation of your current financial situation and developing a roadmap to achieve your life goals.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- 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% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 331564
- Phone
- (512) 350-9811
Other planners in Austin that publish fees
- 360 Wealth CreationAustin$250/hr
- Alongside, LLCAustin$5,000, $2,500-$10,000/mo
- Argus Wealth ManagementAustin$250/hr, $2,500-$5,000
- Arka Financial Services L.L.C.Austin$2,000, $750/yr
- Austin AssetAustin$5,000/yr
- Austin Money Management CorporationAustin$500/hr, $5,000-$10,000
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.