Uisonet fees and pricing

Financial planner in Moore, Oklahoma. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 19, 2026, Uisonet charges a flat or project fee of $200⁠-⁠$5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee: $200⁠-⁠$5,000; “Fixed fees can range from $200 to $5,000 or more, and are based on the complexity of the work required.”

Payment and refund terms, quoted from the fee section of the brochure.

“Upon termination, any fees paid in advance will be prorated to the date of termination and any excess will be refunded to the client.”
“The client agrees to pay a fee monthly, in arrears, for the advisory services provided by UisOneT pursuant to the Agreement signed by each client.”
“The fee will be calculated based on the value of the account on the 15th day of the month, prorated to the number of days the account is funded.”

Its flat or project fee of $200-$5,000 spans the Oklahoma median of $2,875. 43% of the 35 other Oklahoma planners that publish a flat or project fee charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2021 (5 years).

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 4
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
Assets managed: $550,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 313473
Website: uisonet.com (opens in new tab)
Phone: (405) 465-6750

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.