Ubequity Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Financial Planning engagements are offered at an hourly rate of $300 per hour (2 hour minimum).”

Flat or project fee

$3,600⁠-⁠$20,000

“Ongoing Financial Planning consists of an upfront charge of $3,600 - $20,000 and an ongoing fee that is paid monthly, in arrears, at the rate of $100 - $2,000 per month.”

Monthly fee

$100⁠-⁠$2,000/mo

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Ubequity Wealth Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How Ubequity Wealth Management, LLC’s fees compare

• Its hourly rate of $300 is above the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
• 6 of the 6 other planners in Round Rock that publish an hourly rate charge less.
• Its flat or project fee of $3,600-$20,000 spans the Texas median of $3,850. 86% of the 401 other Texas planners that publish a flat or project fee charge less.
• 5 of the 6 other planners in Round Rock that publish a flat or project fee charge less.

About Ubequity Wealth Management, LLC

• Principal: Kent Hickey
• Firm size: 2 employees.
• Credentials named in the brochure: CFP®, ChFC®, and CFA.
• Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

45

Employees

2

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$50,208,356

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

311577

Website

ubequitywealth.com (opens in new tab)

Phone

(512) 600-6088

Can advise clients in 2 states: Pennsylvania, Texas

Other planners in Round Rock that publish fees

• Everyplan FinancialRound Rock$209/hr, $999⁠-⁠$8,000
• Greenbelt Investment Advisors, LLCRound Rock$150/hr
• Isf Advisory, LLCRound Rock$280/hr, $2,500⁠-⁠$3,000
• Majestic Oak Financial, LLCRound Rock$3,500⁠-⁠$10,000
• Maravi Capital ManagementRound Rock$200/hr
• Perry Investment Management, LLCRound Rock$200/hr, $1,000⁠-⁠$10,000

Compare all 16 planners in Round Rock