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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 34 clients with $120M 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 rate for the first $3 million is 0.85%, and amounts over $3 million are charged 0.45%. A fixed fee may also be used in addition to or replacement for asset-based fees if specified in the client agreement.
Fee Estimator
Location
McKinney, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
The Ujano Advisory Group LLC
Previous Registrations
Mercer Global Advisors INC.
Mercer Advisors
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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