Uvest Advisory Group, LLC fees and pricing

Financial planner in Newburgh, Indiana. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 31, 2026, Uvest Advisory Group, LLC charges an annual fee of $7,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 31, 2026. Fees can change, so confirm with the firm before you hire them.

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

“Our published fees are negotiable, and we typically waive or discount our fee for associates of our advisory firm and their family members.”
“Fees may be paid by check or draft from US-based financial institutions.”
“No deposit is required; payment in full is required at delivery of our invoice, which coincides with the presentation of your plan/advice.”

Its annual fee of $7,500 is above the Indiana median of $5,000. 61% of the 36 other Indiana planners that publish an annual fee charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2018 (8 years).

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 0.85% a year
Minimum: $7,500 minimum fee (stated in brochure)
Clients: 90
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: $10,543,091
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 292564
Website: uvestadvisory.com (opens in new tab)
Phone: (812) 499-5252

Can advise clients in 2 states: Indiana, Louisiana

Is something on this page wrong or out of date?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.