U
Uisonet
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$550,000
Total clients
4
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
4
Average account size
$137,500
About
UisOneT is a small, independent registered investment adviser that provides discretionary asset management and comprehensive financial planning to individuals, families, and certain business or retirement-plan clients. The firm describes services that include retirement, estate, cash-flow and educational planning alongside portfolio management using mutual funds, ETFs, equities and fixed income.
The brochure explains that UisOneT develops written Investment Policy Statements and gathers client data and risk profiles to tailor portfolio allocations, and it may implement strategies using Unified Managed Accounts and a mix of fundamental, technical and quantitative analysis. It also discloses that representatives who are insurance-licensed may recommend fixed annuities or insurance products when suitable, with conflicts disclosed to clients.
What sets UisOneT apart from many peers is its very small scale—operating with a single advisory professional and a very limited number of client accounts and assets under management—and the brochure’s explicit reference to educational seminars and similar resources (noting seminars as a form of research or service tied to brokerage relationships), an offering that is uncommon among independent advisers. The firm further highlights a non‑investment professional background and operational certifications and an insurance license for its principal, and it offers 401(k) advisory services and the use of outside program managers or UMA structures.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Annuities
Fee options
Fixed fees for financial planning services ranging from $200 to $5,000 or more, based on complexity
$0 - $500,000: 2.50% $500,001 - $999,000: 2.25% $1,000,000 - $4,990,000: 1.90% $5,000,000+: 1.65%
Commissions received by representatives from insurance products, including fixed index annuities
Up to $250 per hour for financial planning services
Account minimum: $50,000 Minimum fee: Monthly $8 account management fee, reduced proportionately for accounts below $8,000 Fee-only: Hourly financial planning fees up to $250 per hour; fixed fees ranging from $200 to $5,000 or more, negotiable
Main office location
Uisonet
Moore OK, United States
Number of offices
1
Most active in
Uisonet has reported serving >5 clients in these states in the last 12 months.
Oklahoma
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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