This website is operated by UNest Holdings, Inc. Investment advisory services are offered through UNest Advisers, LLC, an SEC-registered investment adviser. Brokerage services are provided to clients of UNest Advisers by UNest Securities, LLC, an SEC-registered broker-dealer and member of FINRA and SIPC. Accounts are cleared and held by Apex Clearing Corporation. Client accounts are protected by the Securities Investor Protection Corporation (SIPC) for up to $500,000, which includes a $250,000 limit for cash. SIPC protection does not cover market losses. For details, please visit www.sipc.org.
UNest does not provide investment advice on bank products or any investments that are guaranteed or insured by the FDIC or any other government agency. Investing involves risk, and investments may lose value. Please consider your investment objectives, risk tolerance, and UNest pricing before investing. Past performance does not guarantee or indicate future results. Any investment projections, performance charts, or illustrative outcomes shown are hypothetical, for informational purposes only, and do not reflect actual investment results. They are not guarantees of future performance. UNest does not provide tax advice. Please consult a qualified tax professional for such information. More information about UNest Advisers' services is available in its ADV brochure and Customer Relationship Summary.
*Fees: per child account, for families who signed up on or after November 20, 2025. No fees on balances up to $300 for the first 12 months. After 12 months, or once the balance reaches $300: $2/month + 0.25% a year. Active-duty military: the $2 monthly fee is waived with a valid, unexpired military ID in the account holder’s name; the 0.25% annual fee still applies. Accounts closed before the child reaches the age of majority may pay a termination fee of up to $25.
Testimonials, statements, and opinions presented on this website may be provided by current or former clients, as well as by individuals who are not clients of the Firm. Some individuals may be compensated in cash and/or equity for their statements, which creates a financial incentive and potential conflict of interest that may influence the content of the testimonial or endorsement. Testimonials and endorsements are not indicative of future performance and may not be representative of the experience of all clients.
UNest was named one of the Best Custodial Accounts of 2026 by Forbes Advisor in an article published August 18, 2026, based on Forbes Advisor's independent editorial methodology. Third-party rankings are not a guarantee of future performance and may not represent the experience of all clients. Apple App Store rating of 4.7 stars as displayed on the Apple App Store as of December 2025, based on user-submitted ratings and reviews available at that time and subject to change. Best mobile app award 2020. UNest Holdings Inc. provided compensation in connection with its participation in the award program and for consideration as part of the award evaluation process. Term life insurance is offered through Ladder. Learn content is general education, not personalized investment, legal or tax advice.
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