A complete list of active advisors currently associated with Ultra Advisors LLC

Warmer can help you find a great advisor at Ultra Advisors LLC or one who fits your needs even better.

Ultra Advisors LLC provides investment management to individual investors and to retirement plans, including open‑architecture 401(k) plan advisory services. The firm constructs portfolios largely from mutual funds, exchange‑traded funds, target‑date and stable value options, and does not offer standalone financial planning. The firm’s investment process emphasizes fundamental analysis and longer‑term purchases, with formal account reviews at least annually and additional reviews triggered by contributions, withdrawals or market events. Ultra Advisors reported $2,683,824 in non‑discretionary assets under management as of December 31, 2025, reflecting a practice of seeking client approval before implementing transactions for many accounts. Ultra Advisors has several atypical affiliations for a firm of its size: it is affiliated with a third‑party administrator/pension consultant that advises thirty 401(k) plans (reported plan assets of $13,202,961 outside regulatory AUM) and with an insurance agency whose representatives may earn commissions on insurance sales. The brochure discloses these relationships and associated conflicts of interest (including suitability reviews), and notes the firm will not vote proxies on clients’ behalf.

To learn more about the advisors currently working at Ultra Advisors 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.

Name	Location	Years of experience
Peter Mooney	Lyndhurst, OH	32

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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