A complete list of active advisors currently associated with Unicorn Consulting

Warmer can help you find a great advisor at Unicorn Consulting or one who fits your needs even better.

Unicorn Consulting provides financial planning and individualized portfolio management services to individual clients, including high-net-worth individuals, and prepares written financial plans based on interviews and questionnaires. The firm offers tailored asset-allocation recommendations and may also recommend insurance products through the adviser’s independent insurance activities. The adviser constructs customized asset allocation models that consider clients’ objectives, time horizon and risk tolerance, and generally pursues longer-term investment positions. Accounts are managed on a non-discretionary basis, with trades executed only after client approval, and analysis draws on third-party research, financial filings and computer modeling. The firm operates as a solo practitioner and, as of the most recent brochure, manages roughly $99,000 in client assets for a single client — a scale and client base that is atypical among peers. It is also noteworthy that the adviser is an independent insurance agent (creating potential commission-related conflicts that the firm discloses and seeks to mitigate) and that the firm no longer recommends third-party investment advisers.

To learn more about the advisors currently working at Unicorn Consulting, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Benjamin Thornton	Ayer, MA	10

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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