# Ralph Ujano

> Ralph Ujano is a fee-only financial advisor at The Ujano Advisory Group in Mckinney, Texas, who holds the CFP credential. The Ujano Advisory Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/ralph-ujano/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** The Ujano Advisory Group
- **Based in:** Mckinney, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $115.9M across 117 accounts
- **Credentials:** CFP
- **CRD:** 2713662 (https://adviserinfo.sec.gov/individual/summary/2713662)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1996), Series 65 (1996)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Ralph Ujano a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Ralph holds no broker registration, and The Ujano Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Ralph charge for financial advice?

Ralph's firm, The Ujano Advisory Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Ralph Ujano based?

Ralph Ujano is based in Mckinney, Texas.

### What credentials does Ralph Ujano hold?

Ralph Ujano holds the CFP credential.

### Is Ralph Ujano registered with the SEC?

Yes. Ralph Ujano is registered as an investment adviser representative in TX (CRD 2713662), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does The Ujano Advisory Group manage?

The Ujano Advisory Group reports $115.9M across 117 accounts in assets under management.

### How do I contact Ralph Ujano?

Contact details aren't on file yet. Search for The Ujano Advisory Group.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2713662): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.