Ralph Ujano
The Ujano Advisory Group · Mckinney, Texas
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.
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Facts
| Firm | The Ujano Advisory Group |
|---|---|
| Based in | Mckinney, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $115.9M across 117 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 2713662 |
| Exams passed | Series 63 (1996) · Series 65 (1996) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Ralph's firm compares
- The Ujano Advisory Group's average account is about $990,000, from its Form ADV (assets managed divided by 117 accounts).
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Questions about Ralph
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Mckinney
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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