Unda Financial and Consulting LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,875,000
Clients
51
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
51
HighAverage account size
$95,588
About
Unda Financial and Consulting provides financial planning, investment management, and combined wealth management services to individuals, high‑net‑worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit‑sharing plans. The firm also offers one‑off consulting engagements and periodically runs educational workshops and seminars for clients and their guests.
The firm’s investment approach is asset‑allocation driven and typically implemented on a discretionary basis through an Investment Policy Statement and a defined process for goal setting, investment selection, implementation, and ongoing monitoring. Portfolios may include ETFs, equities, bonds, treasuries, private funds, and REITs, and the firm explicitly considers macroeconomic factors, interest rates, commodity prices, political developments, and currency risk when advising on foreign securities.
Compared with many solo independent advisers, the firm’s practice includes work with pension/profit‑sharing plans and other institutional‑type clients and it routinely provides written quarterly reports to clients. Although registered and operating in Florida, the firm highlights international commerce experience and addresses foreign‑market and currency risks, and it supplements advisory work with educational seminars and periodic written materials.
Client services
Financial planning
Portfolio management
Pension consulting
Newsletters or periodicals
Educational seminars or workshops
Expertise
Real estate investing
Wealth management
Fee options
Flat fees for financial planning: typically $3,500 for comprehensive plans; $350 per additional hour; maximum $7,200 annually.
$0 - $1,000,000: 1.0% annually $1,000,000 - $3,000,000: 0.75% annually $3,000,000 - $5,000,000: 0.60% annually $5,000,000+: 0.40% annually
Hourly consulting fee at $350 per planner-hour.
Flat quarterly retainer fees billed quarterly in advance; amounts agreed upon between client and firm depending on AUM.
Account minimum: $1,000,000 Minimum fee: $2,500 per quarter minimum fee for Assets Under Management less than $1,000,000 Fee-only: Financial Planning Services and Other Consulting Services charged hourly at $350 per hour, or flat fees ranging from $3,500 for comprehensive financial plans to $7,200 maximum annually.
Main office location
Unda Financial and Consulting LLC
Sw 78 Th Ave, 15975
Palmetto Bay FL 33157-2303, United States
Number of offices
1
Most active in
Unda Financial and Consulting LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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