Zachary Hobby
Zachary Hobby is a registered investment advisor at Unified Wealth Management LLC, based in Oldsmar, FL, with 15 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 324 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1.0M | 1.15% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.90% |
| $2.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $50.0M | 0.55% |
| $50M+ | 0.50% |
Fees are non-negotiable.
Fee Estimator
Location
220 Pine Avenue N, Suite A, Oldsmar, FL, 34677
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Zachary is a Director of Operations at a CPA firm, spending minimal time exploring revenue opportunities. He is also an agent of Ash Brokerage, marketing annuities and life insurance, and owns Unified Risk Management, an insurance business, dedicating minimal time to each. Zachary also owns Zachary Hobby LLC, a consulting firm, spending a few hours per week on it.
Employment History
Current Registrations
Unified Wealth Management LLC
Previous Registrations
Mutual Trust Company of America SecuritiesBroker
Waddell & Reed
Waddell & ReedBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.