Union Grove Capital, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,000⁠-⁠$25,000

“Consultation Services are offered based on a flat fee between $3,000 and $25,000.”

Monthly fee

$250/mo

“Tier 1: $250 per month Appropriate for individuals such as executives, specialists, and emerging business owners who require ongoing personal financial planning, tax-aware coordination, estate planning support, and retirement or benefits analysis, but who may not yet have assets managed by UGC.”

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

How Union Grove Capital, LLC bills

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

• “Fees are billed monthly in arrears based on an average daily balance of the account for the previous month.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “The Client must consent in advance to direct debiting of their investment account.”

How Union Grove Capital, LLC’s fees compare

• Its flat or project fee of $3,000-$25,000 spans the Florida median of $4,900. 87% of the 320 other Florida planners that publish a flat or project fee charge less.
• 20 of the 20 other planners in Tampa that publish a flat or project fee charge less.

About Union Grove Capital, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

3

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$2,386,340

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

339693

Website

uniongrovecapital.com (opens in new tab)

Phone

(813) 331-5767

Other planners in Tampa that publish fees

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• American Family Legacy GroupTampa$300/hr
• Blade FinancialTampa$275/hr, $1,000⁠-⁠$2,500
• Brightwater Advisory, LLCTampa$200⁠-⁠$400/hr, $400⁠-⁠$3,000
• Caliber Wealth AdvisoryTampa$500⁠-⁠$10,000, $100⁠-⁠$750/mo
• Code Waechter LLCTampa$750⁠-⁠$6,000

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