Uncommon Wealth Partners, LLC

Uncommon Wealth Partners serves individual clients (including high‑net‑worth households), small businesses, and fiduciary entities such as trusts and estates, providing written financial planning, ongoing planning relationships, portfolio management, consulting, and referrals to third‑party money managers. The firm also offers insurance products in a separate capacity and integrates implementation recommendations with custody and managed account options when clients elect to proceed.

The firm's investment process emphasizes client‑directed (non‑discretionary) management and the use of model portfolios and third‑party managers, with portfolios monitored and rebalanced on a quarterly or semi‑annual basis. It uses web‑based planning platforms for scenario analysis and employs a mix of approaches — including modern portfolio theory, fundamental and technical analysis — while generally focusing recommendations on mutual funds, ETFs, stocks, bonds, options and structured products.

What is noteworthy about the firm is its operational model: as of year‑end 2025 it reported $46.7 million in non‑discretionary client assets and no discretionary AUM, and it services 223 client relationships across a very small advisory team, resulting in a relatively high client‑to‑advisor ratio. The firm’s combination of financial planning, ongoing advisory coordination with third‑party managers, and insurance sales (over 10% of its time) represents a mix of services and revenue sources that differs from many similarly sized peers.