Unitas Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Unitas Partners LLC is a small independent advisory firm that provides investment management and comprehensive financial planning to individuals, high‑net‑worth clients, and small businesses. Its stated services include retirement and estate planning, insurance advisory, debt and cash‑flow management, and both tax planning and tax return preparation.
The firm describes an investment approach grounded in fundamental analysis with a tendency toward long‑term purchases across equities, fixed income, mutual funds, and ETFs, and it accepts discretionary authority while allowing clients to impose investment restrictions. Accounts are reviewed quarterly and the firm also offers project‑based financial planning on an hourly basis.
A distinctive feature is that the firm’s principal is a licensed CPA and tax accountant and the adviser is affiliated with accounting services, enabling integrated tax preparation and advisory offerings—an arrangement the brochure notes as a potential conflict that is managed through disclosure and periodic review. The brochure also discloses that the firm does not aggregate client trade orders (which can increase transaction costs for individual accounts) and that it is not accepting new clients and reports zero assets under management.
Client services
Expertise
Fee options
$100,000 - $300,000: 1.00% annual fee $300,001 - $1,000,000: 0.85% annual fee $1,000,001 - $2,000,000: 0.70% annual fee $2,000,001+: 0.50% annual fee
$275 per hour for miscellaneous financial services such as insurance planning, debt management, and cash flow management
Account minimum: $100,000
Main office
7301 N Ranch Road 620, Ste 155 107
Austin TX 78726
Advisors at this office
1
Most active in
Texas
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
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