Corey Myers
Universal Financial Advisors · Wood River, Illinois
Corey Myers is a fee-only financial advisor at Universal Financial Advisors in Wood River, Illinois. Universal Financial Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Universal Financial Advisors |
|---|---|
| Based in | Wood River, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $277.5M across 709 accounts |
| SEC registration | Investment adviser representative in IL · CRD 3162395 |
| Exams passed | Series 66 (1998) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.universaladvisorsgroup.com |
How Corey's firm compares
- Universal Financial Advisors's average account is about $391,000, from its Form ADV (assets managed divided by 709 accounts).
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Questions about Corey
Is Corey Myers a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Corey holds no broker registration, and Universal Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Corey charge for financial advice?
Corey's firm, Universal Financial Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Corey Myers based?
Corey Myers is based in Wood River, Illinois.
Is Corey Myers registered with the SEC?
Yes. Corey Myers is registered as an investment adviser representative in IL (CRD 3162395), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Universal Financial Advisors manage?
Universal Financial Advisors reports $277.5M across 709 accounts in assets under management.
How do I contact Corey Myers?
Through Corey's website, www.universaladvisorsgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Illinois
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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