United Capital Financial Advisors fees and pricing

Published fees

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

Hourly rate

$200⁠-⁠$500/hr

“Prior to March 31, 2020, certain clients agreed to pay for Financial Planning as a percentage of assets, a flat dollar amount, or hourly fees at a minimum of $200 per hour and a maximum of $500 per hour.”

Annual fee

$2,500⁠-⁠$55,000/yr

“The general range of the Financial Guidance fee is typically between $2,500 and $55,000 per year, paid quarterly in advance but may be significantly higher or lower.”

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

How United Capital Financial Advisors bills

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

• “Fees are annualized and applied quarterly in advance based on the number of calendar days of the quarter unless previously agreed upon that the fee will be paid in arrears.”
• “Therefore, the corresponding fee payable by the client to United Capital will increase because 14 margin is included in the balance of the client’s overall management fee calculation.”
• “If applicable, any acquired client that terminates their advisory services will be promptly issued a refund for any unearned advisory fees paid.”

How United Capital Financial Advisors’ fees compare

• Its hourly rate of $200-$500 spans the Texas median of $275. 69% of the 468 other Texas planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Irving that publish an hourly rate charge less.
• Its annual fee of $2,500-$55,000 spans the Texas median of $6,000. 92% of the 106 other Texas planners that publish an annual fee charge less.

About United Capital Financial Advisors

• Firm size: 289 employees.
• Registered as an adviser: 2005 (21 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

1.5% a year

Clients

24,837

Employees

289

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, other investment advisers, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, newsletters and publications, educational seminars and workshops, and other services

Assets managed

$24,646,765,344

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

134600

Website

facebook.com/UnitedCapitalFinancialAdvisors (opens in new tab)

Phone

(972) 822-2055

Can advise clients in 51 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming

Other planners in Irving that publish fees

• Advising for Life, LLCIrving$250/hr, $5,000
• Cottonwood Capital AdvisorsIrving$500/hr
• 11 FinancialLufkin$250/hr, $50⁠-⁠$5,000
• 1900 WealthSan Antonio$350/hr, $1,500
• 360 Wealth CreationAustin$250/hr
• 3T Advisors LLCWaco$250/hr, $250⁠-⁠$10,000

Compare all 6 planners in Irving