MP
CFP

Mark Nicholas Pittelkau

14 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
145 advisors
Number of Clients
22,832 clients
Average Client Portfolio
$754K average
Assets Under Management
$17.2B

Fee Structure

United Capital historically offered wrap fee pricing, which covers an annual advisory fee, operational costs, and execution charges. The maximum annualized rate for the wrap fee is 2.25%. Clients also pay other fees, including embedded product fees, custodian fees, and SEC fees. The wrap fee may vary depending on several factors and is generally determined at the time of initial investment. Wrap fee accounts are no longer available to new clients.

Areas of Practice
Investment ManagementFinancial Planning & Coaching
Loading...

Advisor Information

Office location

1920 Mckinney Ave., Suite 700, Dallas, TX, 75201

Get directions
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
United Capital Financial Advisors
November 2025 - Present · 2 mos
Apexium Financial LP
June 2022 - Present · 3 yrs 7 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - September 2018 · 2 mos
Strategic Advisers LLC
July 2011 - July 2018 · 7 yrs
Fidelity Brokerage Services LLCBroker
July 2011 - August 2018 · 7 yrs 1 mo
T. Rowe Price Advisory Services, INC.
July 2008 - June 2011 · 2 yrs 11 mos
T. Rowe Price Investment Services, INC.Broker
July 2007 - June 2011 · 3 yrs 11 mos
State Registrations3 states
MDTXVA
Advisor
Exams
No exam information available for this advisor.