Unity Wealth Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 4, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$25,000

“The fixed fee can range between $500 and $25,000, depending on complexity and the needs of the client.”

Annual fee

$4,800⁠-⁠$24,000/yr

“Client wishes to engage in an ongoing comprehensive financial planning service, the fee can range between $4,800 and $24,000 annually.”

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

How Unity Wealth Partners bills

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

• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the account.”

How Unity Wealth Partners’ fees compare

• Its flat or project fee of $500-$25,000 spans the California median of $5,000. 86% of the 796 other California planners that publish a flat or project fee charge less.
• 20 of the 21 other planners in Newport Beach that publish a flat or project fee charge less.
• Its annual fee of $4,800-$24,000 spans the California median of $6,250. 80% of the 224 other California planners that publish an annual fee charge less.
• 2 of the 3 other planners in Newport Beach that publish an annual fee charge less.

About Unity Wealth Partners

• Firm size: 2 employees.
• Founded: 2021 (5 years).

Planning areas mentioned in the brochure

• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

21

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$7,104,518

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

316222

Website

unitywealthpartners.com (opens in new tab)

Phone

(949) 688-0928

Other planners in Newport Beach that publish fees

• Banta Asset Management LPNewport Beach$350/hr
• Bridge Capital Consulting, LLCNewport Beach$250/hr, $250⁠-⁠$12,000
• Campbell Advisory Services, LLCNewport Beach$150⁠-⁠$300/hr, $1,500⁠-⁠$5,000
• Centriplan, LLCNewport Beach$250⁠-⁠$300/hr, $1,000⁠-⁠$5,000
• Crystal Cove Asset ManagementNewport Beach$1,500⁠-⁠$10,000
• Hall Financial WellnessNewport Beach$500⁠-⁠$5,000, $1,500⁠-⁠$10,000/yr

Compare all 51 planners in Newport Beach