Rebecca Miller is a registered investment advisor at Unity Wealth Strategies, based in Colorado Springs, CO, with 10 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 93 clients with $8.5M 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 $1000K | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $4.0M | 0.80% |
| $4M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Location
Colorado Springs, CO
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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 Activities
Rebecca works as the Operations & Client Experience Specialist with Hessel Financial Advisors, LLC since October 2024. As a part-time employee, she works a few hours per week, corresponding with clients, processing paperwork, and supporting the advisor, but will not provide investment advice.
Employment History
Current Registrations
Unity Wealth Strategies
Previous Registrations
Creative Financial Services, INC
State Registrations3 states
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