Uhler Vertich White Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$503,231,000
Clients
419
Advisors
7
of 11 employees
About
Uhler Vertich White Advisors provides discretionary and non‑discretionary wealth management and comprehensive financial planning to individuals, high‑net‑worth clients and institutional entities such as pension plans, foundations, and charitable organizations. The firm delivers portfolio management primarily through mutual funds and exchange‑traded funds and offers brokerage and insurance solutions via its advisors’ affiliation with Raymond James, including participation in the Raymond James Ambassador wrap‑fee program.
Investment advice is driven by written financial plans and investment policy statements and implemented with diversified, asset‑allocated mutual fund/ETF portfolios; the firm does not research or recommend individual stocks or bonds, instead relying on third‑party fund managers, Morningstar and Raymond James research, and meetings with fund managers. For clients who need cash flow, the firm explicitly reserves multi‑year cash buffers in money‑market or short‑term bond funds to reduce the likelihood of selling growth assets at a loss, and it may use sub‑advisers or model portfolios for portions of client accounts.
Distinctive disclosures include the firm’s public use of third‑party ratings — a practice that is uncommon among similar teams — and an explicit statement that it uses third‑party AI tools for operational and client‑service tasks while not employing AI in investment selection. The brochure also details potential conflicts arising from the advisors’ dual registration with Raymond James (commission and insurance compensation), the Ambassador program’s cash‑sweep and billing mechanics, and receipt of vendor sponsorships or travel support, all of which the firm documents in its written disclosures.
Client services
Expertise
Fee options
Commission compensation earned by registered representatives for securities and insurance products separate and in addition to advisory fees.
Account minimum: $25,000 Minimum fee: Typically at least $10,000 per year Fee-only: Annual advisory fee component is 1.00% for Ambassador Program accounts.
Main office
1510 Royal Palm Square Boulevard, Suite 103
Fort Myers FL 33919-1068
Advisors at this office
7
Most active in
Florida · Indiana · Michigan · North Carolina · Ohio · Pennsylvania · South Carolina · Texas
Also doing business as
Uhler And Vertich Financial Planners · Uhler And Vertich Financial Planners, L.L.P. · Uhler And Vertich Financial Planners, LLC · Uhler Vertich White Advisors · Uhler Vertich White Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Nicole E
CFP®, Series 66
Fort Myers, FL
Uhler Vertich White Advisors
Nicole Eirich is a Certified Financial Planner™ with 17 years of industry experience. She is currently with Uhler Vertich White Advisors in Fort Myers, FL, and has previously worked at Morgan Stanley, Landaas & Company, and Robert W Baird & Co. Uhler Vertich White Advisors provides discretionary and non-discretionary wealth management and financial planning to individuals, high-net-worth clients, and institutional entities. The firm focuses on diversified mutual fund and ETF portfolios guided by written financial plans and investment policy statements, utilizing third-party research and fund managers rather than individual securities.
John U
Series 63
Fort Myers, FL
Uhler Vertich White Advisors
John Uhler is a financial advisor at Uhler Vertich White Advisors with 49 years of industry experience. He holds a Series 63 designation and has worked at Raymond James Financial Services since 1990. Uhler also serves as Treasurer on the board of the Florida Cancer Specialists Foundation, a nonprofit organization. Uhler Vertich White Advisors is a registered investment adviser serving individuals, corporate pension and profit-sharing plans, and charitable institutions. The firm manages approximately $467 million across about 300 client relationships through a five-advisor team, focusing on diversified, asset-allocated portfolios primarily built with mutual funds and utilizing third-party research sources.
Jennifer B
Series 66
Fort Myers, FL
Uhler Vertich White Advisors
Jennifer Brown is a financial advisor with Uhler Vertich White Advisors in Fort Myers, FL, holding a Series 66 designation and 19 years of industry experience. She previously worked at J.P. Morgan Securities LLC for 13 years before joining Raymond James Financial Services and Uhler Vertich White Advisors in 2025. Outside of finance, she owns Peace Pose Yoga LLC, where she teaches online yoga classes and sells jewelry. Uhler Vertich White Advisors is a registered investment adviser serving individuals, corporate pension and profit-sharing plans, and charitable institutions. The firm manages approximately $467 million across around 300 client relationships, focusing on diversified, asset-allocated portfolios primarily built with mutual funds and utilizing third-party research and experienced fund managers.
Anthony W
CFP®, Series 63, Series 65
Fort Myers, FL
Uhler Vertich White Advisors
Anthony White is a CFP® and ChFC® with 37 years of experience in financial advising. He is currently with Uhler Vertich White Advisors and has prior experience at Scott White Advisors, LLC, which he owned until its sale in 2023, and Raymond James Financial Services, Inc. He also sells long-term care insurance, non-variable life insurance, and non-variable annuities through Uhler Vertich White Advisors. Uhler Vertich White Advisors is a registered investment adviser serving individuals, corporate pension and profit-sharing plans, and charitable institutions. The firm manages approximately $467 million across about 300 client relationships, focusing on diversified, asset-allocated portfolios primarily composed of mutual funds, and provides comprehensive financial planning and ongoing portfolio management.
James V
CFP®, Series 63
Fort Myers, FL
Uhler Vertich White Advisors
James Vertich is a CFP® with 37 years of experience in financial services, currently serving at Uhler Vertich White Advisors since 2023 after a long tenure with Raymond James Financial Services beginning in 1993. He is a board member and participates on the investment committee for the Southwest Florida Symphony Endowment Foundation. Uhler Vertich White Advisors provides discretionary and non-discretionary wealth management and comprehensive financial planning to individuals, high-net-worth clients, and institutional entities. The firm employs diversified mutual fund and ETF portfolios guided by written financial plans and investment policy statements, and it integrates third-party research and fund managers in its investment approach.
Shane C
CFP®, Series 63
Fort Myers, FL
Uhler Vertich White Advisors
Shane Carrier is a CFP® certificant with five years of industry experience, currently serving as a financial planner at Uhler Vertich White Advisors in Fort Myers, FL. His career includes roles at Northwestern Mutual and Raymond James Financial Services. Uhler Vertich White Advisors provides discretionary and non-discretionary wealth management and comprehensive financial planning to individuals, high-net-worth clients, and institutional entities. The firm focuses on diversified mutual fund and ETF portfolios guided by written financial plans and investment policy statements, utilizing third-party fund managers and research.
Bryan F
Series 63, Series 66
Fort Myers, FL
Uhler Vertich White Advisors
Bryan Fiore is a financial advisor at Uhler Vertich White Advisors in Fort Myers, FL, with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Raymond James Financial Services and Scottrade, Inc. He is involved in youth soccer organizations through the West Pasco Youth Soccer Association and Lee County Strikers Youth Soccer Club. Uhler Vertich White Advisors provides discretionary and non-discretionary wealth management and comprehensive financial planning to individuals, high-net-worth clients, and institutional entities. The firm emphasizes diversified, asset-allocated mutual fund and ETF portfolios based on written financial plans and investment policy statements, without recommending individual stocks or bonds.
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