Unique Financial Advisors Llc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Unique Financial Advisors LLC provides financial planning and discretionary portfolio management to individuals, families, and businesses, including high-net-worth and non‑HNW individual clients. The firm offers both comprehensive and hourly planning engagements and manages client accounts through a custodian relationship with Charles Schwab.
The firm primarily practices passive investment management—constructing asset-class-weighted portfolios using index mutual funds and ETFs—while applying fundamental analysis when performing investment analysis as part of a client’s financial plan. Accounts are managed on a discretionary basis with periodic reviews, rebalancing, and the ability to aggregate trades across client accounts.
A notable aspect of the firm is its integration of tax services into the advisory offering: the firm’s principal operates a separate tax-practice and is an enrolled agent who provides tax preparation, representation, and planning to clients, which the firm discloses as a distinct business activity. The firm is fee-only (no commissions) and uses Schwab’s institutional platform for custody and operational support, which may influence operational capabilities available to clients.
Client services
Expertise
Fee options
Upfront fee for Comprehensive Financial Planning ranging from $2,000.00 to $5,000.00
$0 - $4,999,999: 1% annually $5,000,000+: Negotiable
$350 per hour for financial planning assistance
Minimum fee: Quarterly retainer fees for Comprehensive Financial Planning from $750.00 to $1,500.00 Fee-only: Fee-only advisory firm; no commissions or sales-related compensation
Main office
999 Palmer Ave., Suite 5
Holmdel NJ 07733
Advisors at this office
3
Most active in
New Jersey · New York · Texas
Also doing business as
Ponnapalli, Vidyasagar · Unique Financial Advisors LLC · Unique Financial Advisors 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
Quick links
Advisors at this firm
Maha G
Series 65
Holmdel, NJ
Unique Financial Advisors Llc
Maha Gannavaram is a financial advisor at Unique Financial Advisors LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Verizon for 20 years. Unique Financial Advisors LLC provides financial planning and discretionary portfolio management to individuals, families, and businesses, utilizing a primarily passive investment approach with asset-class-weighted portfolios composed of index mutual funds and ETFs. The firm integrates tax services through a separate practice operated by its principal and manages client accounts on a discretionary basis with periodic reviews and rebalancing.
Vid P
CFP®, Series 65
Holmdel, NJ
Unique Financial Advisors Llc
Vid Ponnapalli is a Certified Financial Planner® and holds a Series 65 license with 11 years of industry experience. He has been with Unique Financial Advisors LLC since 2014. Outside of his advisory role, he is the sole owner of Unique Tax Consultants, providing tax preparation and planning services to individuals, families, and small businesses. Unique Financial Advisors LLC offers financial planning and discretionary portfolio management to individuals, families, and businesses, including both high-net-worth and non-high-net-worth clients. The firm primarily employs a passive investment approach using index mutual funds and ETFs while integrating fundamental analysis, and it maintains a distinct tax practice operated by its principal to complement its advisory services.
Dhvani U
Series 65
Holmdel, NJ
Unique Financial Advisors Llc
Dhvani Udani is a financial advisor with Unique Financial Advisors LLC holding a Series 65 designation and beginning her career in the industry in 2024. Prior to entering financial services, she worked at Verizon for eight years. Unique Financial Advisors LLC provides financial planning and discretionary portfolio management to individuals, families, and businesses, utilizing a primarily passive investment approach with tax services integrated through a separate tax practice operated by the firm’s principal.
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