A complete list of active advisors currently associated with URS Advisory

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

URS Advisory is a fee-based investment adviser with roughly $144.6 million in discretionary assets under management and two advisory professionals, serving individual and high‑net‑worth clients through discretionary portfolio management and comprehensive financial planning. The firm reports about 161 client relationships and offers both ongoing asset management and a tiered planning program that includes special‑needs planning. The firm typically manages client portfolios on a discretionary basis and may appoint sub‑advisors to implement model strategies, using a mix of asset‑allocation, fundamental, technical and charting analysis. Financial planning engagements include Monte Carlo and Modern Guardrail stress testing, Roth conversion and distribution planning, and a multi‑meeting onboarding process for its premium planning tier. A notable, less common feature is the firm’s affiliation with an insurance company—JEL Enterprises, Inc. dba URS Insurance—through which the firm’s managing members are licensed to offer insurance products and devote substantial time to that business; such offerings are provided outside the advisory entity and conflicts are addressed through disclosure and fiduciary procedures. The firm also maintains a $2 million typical account minimum and lists a range of advanced professional designations among its principals, features that distinguish it from many peers in the supported‑firm cohort.

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