A complete list of active advisors currently associated with Ultra Advisory Group

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

Ultra Advisory Group provides discretionary investment management, financial planning, and retirement plan advisory services for affluent individuals, family offices, trusts, estates, charitable organizations and plan sponsors. The firm works with both individual accounts and employer-sponsored retirement plans, and may engage third‑party sub‑advisors as part of its managed solutions. The firm constructs customized portfolios using asset allocation informed by modern portfolio theory, fundamental analysis and cyclical analysis, and invests across ETFs, mutual funds, individual equities, fixed income and, in some cases, limited partnership interests. Portfolios are monitored and rebalanced to policy ranges, with periodic reviews and client reporting delivered through third‑party systems and due diligence/oversight applied to any selected managers. Distinctive features include sponsorship of a wrap fee program called Anchor Point, which the brochure notes uses different custodians and is an uncommon arrangement for solo independent advisers. The firm also reports a relatively large discretionary AUM for a small client base, offers complimentary financial planning to managed clients, discloses that a principal is licensed to place insurance products (with related conflicts disclosed), and provides both retirement plan consulting and ERISA 3(38) discretionary investment manager services to plan sponsors.

To learn more about the advisors currently working at Ultra Advisory Group, 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.