Unclipped Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Unclipped Capital provides discretionary portfolio management and stand‑alone financial planning primarily for individual clients, with services tailored to each client’s goals, time horizon, and risk tolerance. Financial planning is offered both as fixed‑price packaged engagements and on an hourly basis, with planning delivered under separate written agreements from investment management.
The firm’s investment approaches range from a passive, low‑cost index strategy with regular rebalancing to a more active market‑timing approach and an optional concentrated growth strategy that may include individual equities and limited allocations to spot cryptocurrency exchange‑traded products for aggressive, suitable clients. It employs fundamental, technical, and market analysis, manages accounts on a discretionary basis, and documents suitability when clients elect more active or concentrated strategies.
Noteworthy for a newly registered adviser, the firm emphasizes fixed‑fee and hourly financial planning options alongside individual account portfolio management rather than sponsoring or advising private funds. The advisory is operated by a single principal who allocates part‑time hours to the business while maintaining outside occupations, and it has written policies and a Code of Ethics to address personal trading and other conflicts of interest.
Client services
Expertise
Fee options
Budget Builder $900 fixed fee; Retirement Snapshot $1,500 fixed fee; Financial Foundation $2,160 fixed fee
$0+: 0.10% per year (Passive approach) subject to $300 minimum annual fee $0+: 1.00% per year (Active approach) subject to $1,000 minimum annual fee
Financial planning hourly rate of $300 per hour
Minimum fee: Passive approach: $300 minimum annual fee; Active approach: $1,000 minimum annual fee Fee-only: Hourly financial planning at $300 per hour; Fixed fees of $900, $1,500, and $2,160 for specific financial planning services
Main office
Overland Park KS
Advisors at this office
1
Most active in
Kansas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")