Uncommon Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$46,700,000
Total clients
223
2% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
112
Average account size
$209,417
About
Uncommon Wealth Partners serves individual and high‑net‑worth clients, as well as trusts and estates, providing financial planning, portfolio advisory services, and referrals to third‑party money managers. The firm also operates in a separate capacity as a licensed insurance agent and offers insurance products alongside its advisory services.
The firm’s advice leans on model portfolios and third‑party manager solutions and it uses web‑based planning tools (eMoney and RightCapital) to develop and deliver plans and client reporting. Portfolios are monitored on a regular schedule—qualified portfolios are rebalanced quarterly and non‑qualified portfolios semi‑annually—and the firm typically provides non‑discretionary management with client consultation on non‑managed holdings.
What is distinctive is the firm’s capacity: with two advisors and 223 clients, it operates at an unusually high client‑per‑advisor ratio and reports essentially all client assets under non‑discretionary management, a structure that differs from most peers. Advisors also sell insurance (spending more than 10% of firm time on insurance activities), and the firm routinely works with multiple custodians and third‑party managers when implementing client recommendations.
Client services
Expertise
Fee options
Client onboarding fee $2,500 (fixed fee)
1.00% annually
Insurance commissions 1% to 6.5% when acting as insurance agent
$250 per hour for financial planning and consulting services
Fee-only: Financial planning fixed fees typically $2,500 minimum; hourly fees $250/hour; onboarding fee $2,500; annual planning fee $0-$2,500 (negotiable)
Most active in
Iowa · Louisiana · 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 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
Quick links
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