Unclipped Capital LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Hourly financial planning: $300 per hour.”

Annual fee

$1,300/yr

“A client who uses both approaches holds two accounts and is subject to both minimum annual fees, a combined $1,300 per year, which on smaller combined balances produces a higher combined effective rate than either approach alone.”

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

How Unclipped Capital LLC bills

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

• “Financial planning fees are agreed in advance in a separate written engagement and are billed on completion of the work, or as otherwise agreed.”
• “On termination, the firm bills any earned but unpaid fees, prorated through the termination date.”
• “Because fees are billed in arrears, there are no prepaid advisory fees to refund.”

How Unclipped Capital LLC’s fees compare

• Its hourly rate of $300 is above the Kansas median of $250. 64% of the 59 other Kansas planners that publish an hourly rate charge less.
• 17 of the 24 other planners in Overland Park that publish an hourly rate charge less.
• Its annual fee of $1,300 is below the Kansas median of $5,050. 10% of the 21 other Kansas planners that publish an annual fee charge less.
• 1 of the 10 other planners in Overland Park that publish an annual fee charge less.

About Unclipped Capital LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

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

1% a year

Minimum

$300 minimum fee (stated in brochure)

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

343374

Phone

(913) 314-3039

Other planners in Overland Park that publish fees

• Allos Investment Advisors, LLCOverland Park$150/mo, $1,800/yr
• Artisan Financial PlanningOverland Park$250/hr, $2,500⁠-⁠$10,000
• Aspen Wealth Management, Inc.Overland Park$125/hr
• Aspyre Wealth PartnersOverland Park$150⁠-⁠$500/hr
• Balanced Financial Planning, Inc.Overland Park$270/hr
• Coplanning Financial LLCOverland Park$6,900, $12,000/yr

Compare all 66 planners in Overland Park