Ralph Ujano is a CFP-designated registered investment advisor at The Ujano Advisory Group LLC, based in McKinney, TX, with 28 years of industry experience. Ralph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 31 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.10% |
| $3M+ | 0.45% |
For clients with starting invested assets of $10 million or more, the fee is 0.85% on the first $3 million.
Fee Estimator
Location
McKinney, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
The Ujano Advisory Group LLC
Previous Registrations
Mercer Global Advisors INC.
Mercer Advisors
State Registrations1 state
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