The Ujano Advisory Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$115,858,491
Total clients
34
62% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
34
Average account size
$3,407,603
About
The Ujano Advisory Group LLC provides comprehensive wealth management and life-planning services to individuals, families, trusts, estates, charitable organizations, and employer retirement plans, offering discretionary portfolio management, tax-aware planning, estate and retirement-plan support. The firm reports approximately $115.9 million in assets under management and requires a minimum investable asset balance of $3,000,000 for its planning engagements.
The firm’s process integrates an in-depth financial review and “what-if” sensitivity studies with evidence-based portfolio construction grounded in Modern Portfolio Theory, ongoing monitoring, and rebalancing to align risk with client objectives and retirement-income needs. Portfolios are typically built from publicly traded stocks, bonds, mutual funds, and ETFs, while interval funds and select private investments may be used for portions of a portfolio; the firm also coordinates with clients’ accountants, attorneys, and insurers to implement tax, insurance, and estate strategies.
Noteworthy features include pension consulting and retirement-plan support for employer-sponsored plans—a service the brochure highlights and that is less common among independent solo advisers—alongside facilitated family meetings and multigenerational legacy planning. The firm is led by a sole owner with over 35 years of industry experience and has disclosed a deliberate decision to defer any change in regulatory registration despite recently exceeding the SEC threshold for AUM.
Client services
Expertise
Fee options
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
Main office location
The Ujano Advisory Group LLC
Mckinney TX, United States
Number of offices
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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