Advisor at The Ujano 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
The Ujano Advisory Group LLC
Location
Mc Kinney, TX
Credentials
CFP®, Series 63, Series 65
Industry experience
28 years
Ralph Ujano is a CFP®-certified financial advisor with 28 years of industry experience, currently leading The Ujano Advisory Group LLC since 2017. His prior experience includes roles at Mercer Global Advisors Inc. and a one-year position in 2016-2017. The Ujano Advisory Group is a single-advisor independent firm specializing in comprehensive wealth management for individuals, families, trusts, and select employer retirement plans. The firm employs a client-centered life-planning process combined with evidence-based portfolio construction and offers formal pension consulting and ERISA-related support alongside individual wealth management.
Based on The Ujano Advisory Group LLC
Based on The Ujano Advisory Group LLC
Fixed fees may be used in addition to or replacement for asset-based fees, specified in client’s Advisory Agreement
$0 - $3,000,000: 1.10% $3,000,000 - $10,000,000: 0.45% $0 - $3,000,000: 0.85% $3,000,000 - $10,000,000: 0.45%
Account minimum: $3,000,000 Fee-only: Asset-based fees with fixed fees possible as specified in Advisory Agreement
Mc Kinney, TX
Texas
The Ujano Advisory Group LLC
2017 - Present (9 years)
Na
2016 - 2017 (1 year)
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
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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.
Verified by Warmer
Series 63, Series 66
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Series 63, Series 65, Series 66
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CFP®, Series 66
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Series 65
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