WORLD CLASS UNLIMITED, INC.

Overview

World Class Unlimited, Inc. is an independent registered investment adviser that serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. The firm operates as a capital allocator, leaning heavily on pooled public funds rather than direct single-stock bets. Its business activities include insurance brokerage and accounting, which shape its advisory approach—expect financial plans that integrate insurance and annuity solutions alongside investment portfolios. The firm does not market itself as an ESG investor and appears to focus on conventional diversification across mutual funds and other public vehicles. World Class Unlimited uses a fee model that combines percentage of AUM, hourly charges, and fixed fees. As an independent RIA that also acts as an insurance broker and accountant, it is positioned to deliver holistic planning that blends investment management with insurance products and tax-aware considerations. The firm’s advisory scope includes selecting third-party managers when appropriate, indicating willingness to outsource specialty strategies rather than attempt everything in-house.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices