Unity Wealth Strategies fees and pricing
Financial planner in Colorado Springs, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 12, 2026, Unity Wealth Strategies charges $250 an hour and a flat or project fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Our hourly rate is $250.”
- Flat or project fee
- $10,000
“Ongoing Financial Planning UWS collects an initial fee, no greater than $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Unity Wealth Strategies bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “The Advisory Contract may be terminated with written notice 30 calendar days in advance.”
How Unity Wealth Strategies’ fees compare
- Its hourly rate of $250 is below the Colorado median of $300. 27% of the 231 other Colorado planners that publish an hourly rate charge less.
- 2 of the 23 other planners in Colorado Springs that publish an hourly rate charge less.
- Its flat or project fee of $10,000 is above the Colorado median of $5,250. 78% of the 214 other Colorado planners that publish a flat or project fee charge less.
- 16 of the 18 other planners in Colorado Springs that publish a flat or project fee charge less.
About Unity Wealth Strategies
“We offer Investment Management, Financial Planning and Educational Seminars.”
- Principal: Shari Carlson
- Firm size: 2 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- Cash flow and budgeting
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% a year
- Clients
- 93
- Employees
- 2
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $8,493,657
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 332777
- Phone
- (719) 602-1221
Other planners in Colorado Springs that publish fees
- 56 Capital Partners, LTDColorado Springs$100-$500/hr, $3,000-$25,000
- Accelerated Wealth Advisors LLCColorado Springs$250-$500/hr, $500-$7,000
- Adelmann Financial, Inc.Colorado Springs$500-$1,000/qtr
- Altus Wealth Group, LLCColorado Springs$250/hr, $1,000-$10,000
- Atlas Lifestyle Planning Group LLCColorado Springs$250/hr, $250-$3,500
- Baskin Financial PlanningColorado Springs$500-$3,000, $250-$3,000/mo
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.