Advisor at uVest Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
uVest Advisory Group, LLC
Location
Newburgh, IN
Credentials
CFP®, Series 65
Industry experience
10 years
Erik Goodge is a CFP® with 10 years of industry experience, currently serving as the sole advisor at uVest Advisory Group, LLC. His prior experience includes roles at Origin Financial and Endress Capital Management, as well as a position at the University of Evansville. He is the owner of uVest Advisory Group, where he focuses on financial planning and portfolio management. uVest Advisory Group provides financial planning and portfolio management services to individual clients, high-net-worth individuals, small businesses, and retirement plan sponsors. The firm employs a passive, long-term investment approach using ETFs and individual stocks, offers educational workshops, and provides both comprehensive and modular planning services.
Based on uVest Advisory Group, LLC
Based on uVest Advisory Group, LLC
$0 - $499,999: 0.85% $500,000 - $999,999: 0.75% $1,000,000 - $1,999,999: 0.65% $2,000,000+: 0.50%
$250/hour for financial or project planning
Minimum fee: Minimum annual financial planning fee of $5,000 Fee-only: Hourly financial planning at $250/hour; ongoing financial planning $250/hr plus $250/month (minimum one year engagement and $5,000 minimum fee applies)
Newburgh, IN
Indiana · Louisiana · Texas
Origin Financial
2021 - 2022 (1 year)
uVest Advisory Group, LLC
2018 - Present (8 years)
Endress Capital Management, L.L.C.
2015 - 2018 (3 years)
University Of Evansville
2014 - 2017 (3 years)
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Insurance agent
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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Series 65
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