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.”
From the firm's description of its advisory business in its Form ADV brochure.
  • 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
Website
njcpablog.com (opens in new tab)
Phone
(732) 529-0239

Other planners in New Jersey that publish fees

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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.