Uncaged Impact fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$375/hr

“Our hourly rate is $375.”

Flat or project fee

$2,500⁠-⁠$4,000

“Fixed fee rates range from $2,500 to $4,000.”

Annual fee

$4,000⁠-⁠$7,000/yr

“Annual fees range from $4,000 to $7,000, payable quarterly or monthly in arrears.”

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

How Uncaged Impact bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The fee for Investment Management services is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Uncaged Impact’s fees compare

• Its hourly rate of $375 is above the Arizona median of $275. 75% of the 195 other Arizona planners that publish an hourly rate charge less.
• 32 of the 53 other planners in Scottsdale that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$4,000 spans the Arizona median of $3,100. 51% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 22 of the 47 other planners in Scottsdale that publish a flat or project fee charge less.
• Its annual fee of $4,000-$7,000 is below the Arizona median of $10,000. 30% of the 43 other Arizona planners that publish an annual fee charge less.
• 3 of the 14 other planners in Scottsdale that publish an annual fee charge less.

About Uncaged Impact

• Principal: Ana Olaya
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2024 (2 years).

Planning areas mentioned in the brochure

• Estate planning
• Business owners
• Cash flow and budgeting

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

2% a year

Clients

1

Employees

1

Works with

Individuals

Services reported to regulators

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

Assets managed

$68,114

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

337332

Phone

(480) 788-2044

Other planners in Scottsdale that publish fees

• 212 Wealth ManagementScottsdale$250/hr
• 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000⁠-⁠$20,000
• 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
• Able Financial Group, LLCScottsdale$600/hr, $35,000
• Aim CapitalScottsdale$300/hr
• Akkadian Wealth LLCScottsdale$500/hr, $1,000⁠-⁠$5,000

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