United Capital Management of Kansas, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 10, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$500/yr

“United Capital Management charges a fixed fee for estate planning services not to exceed $500 annually.”

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

How United Capital Management of Kansas, Inc. bills

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

• “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
• “If asset management services are commenced in the middle of a billing period, the prorated fee for the initial billing period is billed in arrears at the same time as the next full billing period’s fee is billed.”
• “The IAR’s compensation does not cover trading costs and, hence, will exclude the trading charges (trades will be billed to the client at the registered investment advisor representatives cost).”

How United Capital Management of Kansas, Inc.’s fees compare

• Its annual fee of $500 is below the Kansas median of $5,050. None of the 21 other Kansas planners that publish an annual fee charge less.

About United Capital Management of Kansas, Inc.

• Firm size: 46 employees.
• Registered as an adviser: 2014 (12 years).

Planning areas mentioned in the brochure

• Estate planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

2.5% a year

Clients

1,602

Employees

46

Works with

Individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, educational seminars and workshops, and other services

Assets managed

$884,829,122

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

157755

Website

ucmofkansas.com (opens in new tab)

Phone

(785) 823-7900

Can advise clients in 14 states: Arizona, California, Colorado, Florida, Georgia, Kansas, Michigan, Missouri, North Carolina, Nebraska, Oklahoma, Tennessee, Texas, Wisconsin

Other planners in Salina that publish fees

• Foundation Wealth PlanningSalina$250/hr, $15,000
• Abundance Wealth ManagementManhattan$250/hr, $3,000
• Agh Wealth Advisors, LLCWichita$350/hr
• 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

Compare all 147 planners in Kansas