Unrivaled Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Our hourly rate is $500.”

Flat or project fee

$500⁠-⁠$8,000

“Ongoing Financial Planning UWM collects an initial fee ranging from $500-$8,000.”

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

How Unrivaled Wealth Management bills

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

• “The initial fee is due in advance at the start of the engagement and covers client onboarding, data gathering, and setting the basis for the Client and UWMs work together in establishing and monitoring the clients financial goals and objectives.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “The initial fee is due in advance at the start of the engagement and covers client onboarding, data gathering, and setting the basis for the Client and UWMs work together in establishing and monitoring the clients financial goals and objectives.”

How Unrivaled Wealth Management’s fees compare

• Its hourly rate of $500 is above the Ohio median of $250. 92% of the 219 other Ohio planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$8,000 spans the Ohio median of $3,250. 59% of the 199 other Ohio planners that publish a flat or project fee charge less.

About Unrivaled Wealth Management

• Principal: Matthew Garasic
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• 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

2% a year

Clients

11

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops

Assets managed

$11,946,830

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

325112

Website

twitter.com/UnrivaledWM (opens in new tab)

Phone

(330) 540-1778

Other planners in Salem that publish fees

• Zimmerman Capital ManagementSalem$250/hr, $2,500/qtr
• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500

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