Marko Ungashick
Two West Capital Advisors · Overland Park, Kansas
Marko Ungashick is a fee-only financial advisor at Two West Capital Advisors in Overland Park, Kansas. Two West Capital Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Two West Capital Advisors |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $3.89B across 650 accounts |
| SEC registration | Investment adviser representative in KS · CRD 4557016 |
| Exams passed | Series 63 (2002) · Series 65 (2005) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | goalpathsoluctions.com |
How Marko's firm compares
- Two West Capital Advisors's average account is about $6.0 million, from its Form ADV (assets managed divided by 650 accounts).
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Questions about Marko
Is Marko Ungashick a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marko holds no broker registration, and Two West Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marko charge for financial advice?
Marko's firm, Two West Capital Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Marko Ungashick based?
Marko Ungashick is based in Overland Park, Kansas.
Is Marko Ungashick registered with the SEC?
Yes. Marko Ungashick is registered as an investment adviser representative in KS (CRD 4557016), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Two West Capital Advisors manage?
Two West Capital Advisors reports $3.89B across 650 accounts in assets under management.
How do I contact Marko Ungashick?
Through Marko's website, goalpathsoluctions.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Overland Park
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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