Fee-only adviser · Fort Collins, CO
Unify Wealth Management LLC
Unify Wealth Management LLC is a fee-only investment adviser registered with the securities regulator of Colorado, with its main office in Fort Collins, Colorado. On its latest Form ADV, filed January 5, 2026, it reports $55M in regulatory assets under management, 209 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Colorado |
|---|---|
| Firm CRD number | 277063 |
| Office | 185 N College Avenue 2nd Floor Fort Collins, CO 80524 |
| Phone | (970) 484-9655 |
| Website | unifywm.com |
| Regulatory assets under management | $55M |
| Individual clients | 197 non-high-net-worth, 12 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | January 5, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Fort Collins
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- The William Allan Corporation $204M
- Kyle S. Scott Financial Planning, Inc. $72M
- The Planners Inc. $103M
- Trail Ridge Investment Advisors, LLC $353M
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