Firm
UAK Diversified Wealth Advisors
Minnetonka, Minnesota
Fee-only
UAK Diversified Wealth Advisors at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 3 employees and 267 individual clients, 61 of them high net worth.
- Its average account is about $223,000 (assets it manages divided by its 550 accounts).
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Minnetonka, Minnesota |
|---|---|
| Website | uakdiversified.com |
| [email protected] | |
| Phone | (763) 355-2337 |
UAK Diversified Wealth Advisors fees
UAK Diversified Wealth Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, flat fee, one-time plans or projects. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $123 million |
| Individual clients | 206 |
| High-net-worth clients | 61 |
| Accounts managed | 550 |
| Employees | 3 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-135344) |
| Financial planning | Offered |
| Form ADV filed | June 15, 2026 |
| SEC record | CRD 300506 |