A Clear View

At UnBound Capital, we recognize that transparency is crucial for establishing trust and promoting long-term success. By offering clear, straightforward monthly fees, we eliminate the complexity of hidden costs or commissions. Our bundled tier plans are designed to align with your unique goals, ensuring you can make confident, informed decisions every step of the way. With no conflicting interests, our focus remains entirely on helping your business thrive, on your terms.

Our Monthly Advisory plans offer tailored guidance and support to suit your needs.

Choose your path

Select the plan that's right for you. No long-term commitments and you can cancel anytime

FIRE-Starting at

$250/month

Ideal for high-income individuals seeking financial independence.

  • FI roadmap & savings strategy
  • Investment management
  • Tax optimization (Roth, HSA, etc.)
  • Retirement account planning
  • High savings/cash flow strategies
  • Side hustle & business income planning
  • Debt payoff strategies
  • Real estate investments


best for clients with at least 1,000,000 in assets

  • Sustainable withdrawal planning
  • Tax-efficient drawdown strategies
  • Healthcare planning pre-Medicare
  • Social Security timing
  • Ongoing investment management
  • Charitable & legacy planning
  • Roth conversion ladder
  • Values-based strategy

Wealth Management

$500+/month

  • Profitability & cash flow optimization
  • Owner compensation & tax strategy
  • Business growth & capital planning
  • Exit & succession planning
  • Retirement plan design (Solo 401k, SEP, etc.)
  • Personal and business financial integration
  • Entity structure & risk management guidance
  • Investment management for retained earnings
  • Coordination with CPA, attorney, and key advisors



Business CFO-Starting at

$1500/month

for business owners with 1M+ in revenue

Clients possessing assets exceeding $5,000,000 will be charged a pre-negotiated fee determined by the chosen level of service and the intricacy of their estate and financial circumstances. This fee may be structured as a flat  fee or as an asset under management (AUM) fee.