Shari Carlson is a registered investment advisor at Unity Wealth Strategies, based in Colorado Springs, CO, with 6 years of industry experience. Shari 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
Shari works as a trainer at Balancing Life's Issues and as a substitute teacher at Harrison School District 2, dedicating minimal time to the latter. She also serves as a parent provider community connector for S Carlson Care Provider, taking about 10-20% of her time.
Employment History
Current Registrations
Unity Wealth Strategies
Previous Registrations
Creative Financial Services, INC
Modern Financial Asset Management, LLC
Cambridge Investment Research Advisors, INC.
Mutual of Omaha Investor Services, INC.
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.