Advisor at Universal Financial Advisors, LLC
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Firm
Universal Financial Advisors, LLC
Location
Wood River, IL 62095
Credentials
Series 66
Industry experience
26 years
Corey Myers is a financial advisor at Universal Financial Advisors, LLC with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Commonwealth Financial Network for 23 years. Outside of his advisory role, Myers operates Tomerlin Bookkeeping Service, Inc., providing tax preparation and accounting services. Universal Financial Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities by offering comprehensive financial planning, investment management, and retirement plan consulting. The firm employs a tailored investment approach based on asset allocation and diversification principles from Modern and Post-Modern Portfolio Theory, managing discretionary portfolios with a variety of securities and strategies.
Based on Universal Financial Advisors, LLC
Based on Universal Financial Advisors, LLC
Fixed fees for financial planning and consulting services generally range from $1,000 to $10,000 depending on scope and complexity
Generally ranges from less than 1% to no more than 2.5% annually, varies by portfolio size and services rendered
Certain IARs may provide securities brokerage services under separate commission-based arrangement as registered representatives of Osaic Wealth, Inc.
Hourly fees charged for financial planning and consulting services; specific rates not stated
Account minimum: $75,000 per account (can be aggregated) Minimum fee: Minimum Platform Service Fee (MPSF) of $50 annually per advisory account, may be waived based on aggregate household accounts Fee-only: Financial planning and consulting fees generally range from $1,000 to $10,000 on a fixed fee basis; hourly fees also charged but specifics not stated
1 East Ferguson Avenue
Wood River, IL 62095
Illinois
Universal Financial Advisors, LLC
2025 - Present (1 year)
Commonwealth Financial Network
2002 - 2025 (23 years)
Systematice Investment Services Inc.
1999 - Present (27 years)
Tomerlin Bookkeeping Service, Inc.
1991 - Present (35 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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