Advisor at United Advisor Group
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
United Advisor Group
Location
Wickliffe, OH
Credentials
Series 63, Series 65
Industry experience
33 years
Terrence Heil is a financial advisor with United Advisor Group in Wickliffe, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at firms including Wells Fargo Advisors and Westpoint Wealth Management. Outside of financial advising, he co-hosts a sports podcast covering high school and college events. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent advisers, offering investment management, financial planning, family office services, and financial education. The firm uses a combination of proprietary model portfolios, custom accounts, and third-party managers with a range of analytical and asset allocation strategies.
Based on United Advisor Group
Fixed fees may apply for consulting services as agreed upon with the client.
Hourly charges may apply as negotiated in consulting agreements.
Fee-only: Fees are negotiated based on scope of services, asset size, planning complexity, and other factors; annual investment management fee will not exceed 2.00%.
Wickliffe, OH
Ohio
United Advisor Group DBA Capital T Partners
2025 - Present (1 year)
Gross Investments LLC
2020 - 2022 (2 years)
WestPoint Wealth Management, LLC
2020 - 2025 (5 years)
AMFG Wealth Management LLC
2019 - 2020 (1 year)
WestPoint Wealth Management, LLC
2019 - 2025 (6 years)
Cetera Advisor Network LLC
2019 - 2019 (1 year)
Unemployed
2018 - 2019 (1 year)
Talkbackfans, Llc
2017 - Present (9 years)
Wells Fargo Advisors
2008 - 2018 (10 years)
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Is active or affiliated with:
Insurance agent
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Series 65
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CFP®
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Series 66
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Series 63, Series 65
Beachwood, OH
Taub Investment Planning Services LLC
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