A complete list of active advisors currently associated with The Ujano Advisory Group LLC

Warmer can help you find a great advisor at The Ujano Advisory Group LLC or one who fits your needs even better.

The Ujano Advisory Group LLC provides comprehensive wealth management and life-planning services to individuals, families, trusts, estates, charitable organizations, and employer retirement plans, offering discretionary portfolio management, tax-aware planning, estate and retirement-plan support. The firm reports approximately $115.9 million in assets under management and requires a minimum investable asset balance of $3,000,000 for its planning engagements. The firm’s process integrates an in-depth financial review and “what-if” sensitivity studies with evidence-based portfolio construction grounded in Modern Portfolio Theory, ongoing monitoring, and rebalancing to align risk with client objectives and retirement-income needs. Portfolios are typically built from publicly traded stocks, bonds, mutual funds, and ETFs, while interval funds and select private investments may be used for portions of a portfolio; the firm also coordinates with clients’ accountants, attorneys, and insurers to implement tax, insurance, and estate strategies. Noteworthy features include pension consulting and retirement-plan support for employer-sponsored plans—a service the brochure highlights and that is less common among independent solo advisers—alongside facilitated family meetings and multigenerational legacy planning. The firm is led by a sole owner with over 35 years of industry experience and has disclosed a deliberate decision to defer any change in regulatory registration despite recently exceeding the SEC threshold for AUM.

To learn more about the advisors currently working at The Ujano Advisory Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.