uVest Advisory Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,543,091
Total clients
90
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
90
Average account size
$117,145
About
The firm provides financial planning and portfolio management to individual clients, high-net-worth individuals, small businesses, and retirement plan sponsors. Services include comprehensive and modular planning (cash flow, retirement, tax, estate and divorce planning), investment consultation, business consultation, and financial behavioral coaching.
Investment management emphasizes a passive, long-term buy-and-hold approach using ETFs and individual stocks with periodic rebalancing; the firm combines elements of fundamental and technical analysis and permits reasonable account constraints when designing portfolios. Portfolios may be managed on a discretionary or nondiscretionary basis, and the firm may recommend institutional sub-advisors to implement specific strategies.
Notably, the firm offers complimentary educational workshops covering personal finance and investing topics and provides short “quick start” planning formats (2–3 hours) in addition to more extensive engagements, a service model that is uncommon among peers. The firm also discloses the use of sub-advisors for certain accounts and explicitly limits proxy voting and solicitation activities, which may be relevant for clients who prefer to retain voting control.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Cash flow / budgeting
Debt management
Retirement income strategy
General estate planning guidance
Divorce financial planning
Fee options
$0 - $499,999: 0.85% $500,000 - $999,999: 0.75% $1,000,000 - $1,999,999: 0.65% $2,000,000+: 0.50%
$250/hour for financial or project planning
Minimum fee: Minimum annual financial planning fee of $5,000 Fee-only: Hourly financial planning at $250/hour; ongoing financial planning $250/hr plus $250/month (minimum one year engagement and $5,000 minimum fee applies)
Main office location
uVest Advisory Group, LLC
Newburgh IN, United States
Number of offices
1
Most active in
uVest Advisory Group, LLC has reported serving >5 clients in these states in the last 12 months.
Indiana · Louisiana · Texas
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 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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