Unify Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$28,709,440
Clients
209
Advisors
2
of 2 employees
About
Unify Wealth Management LLC provides fee‑based financial planning, discretionary investment management, and retirement plan consulting primarily to individual and high‑net‑worth clients, as well as businesses and pension plans. The two‑advisor firm manages about $54.5 million across roughly 209 client relationships and generally charges advisory fees on a percentage‑of‑assets basis.
Investment programs are implemented through a third‑party portfolio manager that emphasizes passive, asset‑class portfolios—largely no‑load mutual funds and ETFs, including Dimensional Fund Advisors funds—constructed under modern portfolio theory and periodically rebalanced. Client accounts are custodied at institutional firms (Schwab for retail managed accounts; RPC/MG Trust for retirement plans), operate under limited trading authorization, and the firm does not accept commissions or maintain custody of client assets except to directly debit advisory fees.
A distinctive feature is the firm’s affiliation and common ownership with a separately‑owned CPA practice (Unify CPAs P.C.); multiple principals are licensed CPAs who continue to provide tax and accounting services (one principal devotes roughly half of her time to CPA work, another about ten percent). The brochure discloses the resulting conflicts of interest and outlines mitigation measures—fiduciary duties, disclosure, and clients’ ability to engage other providers—which is less common among similarly sized supported firms.
Client services
Expertise
Occupation focus
Fee options
Negotiated fixed fees for retirement planning services based on plan size and complexity, exact amounts not specified.
$0 - $49,999: 1.75% $50,000 - $199,999: 1.50% $200,000 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.90% $2,000,000 - $2,999,999: 0.80% $3,000,000 - $3,999,999: 0.70% $4,000,000 - $4,999,999: 0.60% $5,000,000+: 0.50%
Hourly rates charged for financial planning services; exact amounts not specified.
Fee-only: Hourly rate for financial planning services; specific rates not stated in brochure.
Main office
185 N College Avenue, 2nd Floor
Fort Collins CO 80524
Advisors at this office
2
Most active in
Colorado · Texas
Also doing business as
Fry, David · Unify Wealth Management LLC · Unify Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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.
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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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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
Advisors at this firm
Stephanie K
Series 65
Fort Collins, CO
Unify Wealth Management LLC
Stephanie Kimak is a financial advisor at Unify Wealth Management LLC in Fort Collins, CO, holding a Series 65 designation with 11 years of industry experience. She has been with Unify Wealth Management since 2015 and is also a shareholder and accountant at Unify CPAs PC, where she has provided accounting and tax services since 1999. In addition, she is involved with Unify LLC, a payroll services company. Unify Wealth Management LLC provides fee-based financial planning, discretionary investment management, and retirement plan consulting primarily to individual, high-net-worth clients, businesses, and pension plans. The firm employs a passive, asset-class investment approach through third-party portfolio managers and is affiliated with a CPA practice that offers accounting and tax services.
David F
Series 65
Fort Collins, CO
Unify Wealth Management LLC
David Fry is a Series 65-licensed advisor with Unify Wealth Management LLC in Fort Collins, Colorado, and has 11 years of industry experience. He has held roles at United Advisor Group and Medicare Upgrades and is also an accountant and shareholder at Unify CPAs, P.C., where he spends a significant portion of his time. Additionally, Mr. Fry is involved in payroll processing and has interests in a restaurant and commercial real estate through limited liability companies. Unify Wealth Management LLC provides fee-based financial planning, discretionary investment management, and retirement plan consulting primarily to individual and high-net-worth clients, as well as businesses and pension plans. The firm employs a third-party portfolio manager focusing on passive, asset-class portfolios constructed under modern portfolio theory and maintains a close affiliation with a CPA practice.
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