uVest Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
uVest Advisory Group provides financial planning and portfolio management to individuals, high‑net‑worth clients, small businesses and retirement plan sponsors. Services described in the brochure include comprehensive and modular planning, investment consultation, education workshops, retirement-plan services, and targeted advice such as divorce planning and business consultation.
The firm’s stated investment approach emphasizes passive, long‑term, buy‑and‑hold portfolio construction using diversified ETFs and individual stocks, with portfolio guidelines tailored to each client’s objectives and periodic rebalancing. Portfolios may be managed on a discretionary basis and the firm may recommend institutional sub‑advisors for specific mandates while relying on unaffiliated custodians for custody and trade execution.
A noteworthy feature relative to peers is the firm’s regular offering of complimentary educational seminars and workshops on personal finance and investing, an uncommon service among similar independent advisors. The firm also highlights broader advisory services — including financial behavioral coaching and divorce‑related planning — while managing roughly $10.5 million in client assets across about 90 client relationships.
Client services
Expertise
Fee options
Flat fee for stand-alone project financial planning with a $7,500 minimum
$0 - $499,999: 0.85% annually $500,000 - $999,999: 0.75% annually $1,000,000 - $1,999,999: 0.65% annually $2,000,000+: 0.50% annually
Minimum fee: $7,500 minimum annual fee for ongoing financial planning Fee-only: Financial Planning fees on project basis ($7,500 minimum) and ongoing planning with $7,500 minimum and up to $20,000 annually
Main office
Newburgh IN
Advisors at this office
1
Most active in
Indiana · Louisiana · Texas
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.
Forms ADV
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