uVest Advisory Group

uVest Advisory Group at a glance

• One of 147 fee-only firms based in Indiana in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee and 90 individual clients.
• Its average account is about $64,000 (assets it manages divided by its 166 accounts).

Fee-only advisors in Indiana · What fee-only advisors charge in Indiana

Facts

uVest Advisory Group fees

uVest Advisory Group doesn't publish its prices on its website, or we couldn't confirm them word for word. 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

Advisors at this firm (1)

• Erik Goodge

  CFP · CFA