Unlimited Capital Advisors LLC fees and pricing
Financial planner in Somerset, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Unlimited Capital Advisors LLC charges $175-$400 an hour and a flat or project fee of $3,000-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $175-$400/hr
“We charge an hourly fee ranging from $175 to $400 for ongoing monthly financial consulting services.”
- Flat or project fee
- $3,000-$15,000
“In consideration for Comprehensive Financial Planning services, Unlimited charges a fixed fee ranging from $3,000 to $15,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Unlimited Capital Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our Comprehensive Financial Planning fees are billed separately as a unique service.”
- “Our Financial Consulting Fee is invoiced to the Client on a monthly basis in arrears and due to Unlimited, within thirty (30) days of the invoice date.”
- “The corresponding fees are due to Unlimited within thirty (30) days of the invoice date.”
How Unlimited Capital Advisors LLC’s fees compare
- Its hourly rate of $175-$400 spans the New Jersey median of $300. 45% of the 174 other New Jersey planners that publish an hourly rate charge less.
- Its flat or project fee of $3,000-$15,000 spans the New Jersey median of $5,000. 75% of the 168 other New Jersey planners that publish a flat or project fee charge less.
About Unlimited Capital Advisors LLC
“Unlimited provides investment management and financial planning services to our clients.”
- Firm size: 2 employees.
- Credentials named in the brochure: CFP® and CPA.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- 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
- 1.5% a year
- Clients
- 13
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $7,492,536
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 313253
- Phone
- (732) 529-0239
Other planners in New Jersey that publish fees
- 3I Wealth Management LLCFairfield$1,500, $2,500/yr
- A.m. Perricone LLCShamong$20,000
- Able Wealth Management LLCToms River$250-$500/hr, $2,500-$100,000
- Access WealthEast Hanover$8,000-$18,000/yr
- Adviso WealthPrinceton$300-$450/hr, $500-$20,000
- Ahara AdvisorsJersey City$1,000/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.