Financial Advisors Managing $30M+ AUM at Broker-Dealers
Your Broker-Dealer Costs Are Eating 15-25% of Your Income
Calculate your current TRUE COST vs. UAG's transparent model
Join other top advisors who jumped ship
Trusted by Advisors from Leading Institutions
The True Cost Calculator
Calculate your TRUE COST vs. UAG's transparent model
WARNING
This calculation has caused 127+ advisors to immediately question their current arrangements
Ready for Independence?
Join 127+ advisors who've calculated their TRUE COST and discovered the UAG advantage.
Immediate Action:
1. Calculate your True Cost above
2. Schedule call with Ray
3. Review UAG partnership details
4. Make informed decision
What Happens Next:
• Confidential consultation with Ray
• Custom transition timeline
• Introduction to UAG partners
• Complete support throughout
*All consultations are confidential and pressure-free
UAG vs. Traditional Models
The side-by-side reality that's changing everything
The Golden Handcuff Reality:
A $1M upfront bonus at 0.25% platform fees costs you $1.6M+ over 7 years on $100M AUM. You're actually paying them to trap you.
Industry Recognition
UAG's launch and growth covered by leading financial publications
InvestmentNews
"United Advisor Group debuts as a new RIA aggregator with Goldman Sachs custody partnership."
ThinkAdvisor.
"New RIA aggregator launches with $750M AUM and innovative single-tier partnership model."
WealthManagement.com
"RIA Aggregator chooses Goldman Sachs for custody, emphasizing advisor independence."
Strategic Planning & Support
Our team provides comprehensive support for your transition and ongoing success. From strategic planning to operational support, we're here to ensure your independence doesn't mean going it alone.
Comprehensive transition planning
Technology integration and training
Ongoing business development and marketing assistance
Compliance and regulatory support
Modern, Collaborative Environment
Join a growing community of 46+ advisors who've made the transition to true independence. Our collaborative approach means you get the benefits of a large firm with the autonomy of independence.
Meet Ray Gettins
Director, United Advisor Group
With over 25 years in the financial services industry, Ray brings unparalleled expertise in helping advisors transition to true independence.
Miami University - Diplomacy & Foreign Affairs, Economics
Series 6, 63, 66 Securities Registrations
46+ Advisors Successfully Transitioned
"My mission is simple: to empower advisors to achieve true independence without compromising the support and infrastructure they need to serve clients at the highest level. And with my no-pressure promise: If UAG isn’t the right fit for you, we’ll help you find the best path forward."
Success Stories
Real advisors, real results, real independence
“I’ve been in the business for 15 years and I’ve been fortunate to have been exposed to a lot of different ways of doing business…
– Craig Wright
“What I like about UAG is the autonomy and the transparency.”
– Aaron Grahlman
“On top of our shared business philosophy I enjoy the sharing of ideas that happens on our quarterly calls, in committees, and at our Forum.”
– Kevin Komar
No Pressure Promise
Join 127+ advisors who've calculated their platform costs and discovered the UAG advantage.
Ray will never pressure you. This is about education and doing what’s in your best interest. We understand that UAG isn’t a one-size-fits-all solution, and that’s okay. What matters most is finding the right fit. So let’s explore the best path forward—together.
WARNING: Your Current Platform May Not Want You to See This
Most advisors who calculate their true platform costs immediately start questioning their current arrangements. That's exactly why platforms discourage this analysis.
☕ Your Coffee Call with Ray
A no-pressure conversation about your independence journey
What You'll Get in Your Coffee Call:
Platform Fee Audit ($500 value)
A no-pressure conversation about your independence journey
Contract Decoder Session ($750 value)
Ray analyzes your current agreement terms and restrictions
Liberation Roadmap ($300 value)
Custom transition timeline specific to your situation
Independence Blueprint ($300 value)
Specific steps to UAG partnership and beyond
Ray's Personal Time ($1,200 value)
25+ years of industry expertise focused on your needs
Total Value: $3,050
Your Investment: FREE
Reserve Your Coffee Call
Limited Availability: Ray only takes a limited number of Coffee Calls per month due to his advisory commitments
High Demand: Most advisors book within 48 hours of calculating their platform costs
No pressure • No obligation • Pure education
Next available slots filling up fast
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Sponsor
United Advisor Group
Independent but not alone. True partnership for financial advisor independence.
8170 Corporate Park Dr.
Suite 300
Cincinnati, OH 45242
Sponsored Organization:
BraveHearts for Kids
1879 North Neltnor Blvd.
Suite 105
West Chicago, IL 60185
BraveHeartsforKids.org
IRS Approved 501 (c) 3 Public Charity
EIN 270660252
Message from Sponsors
United Advisor Group and Beneficial Business Solutions proudly support BraveHearts for Kids via revenues and connections made through this page. When you choose to work with us, not only do you gain your RIA independence, you help families navigate the challenges of pediatric cancer.
Sponsor Disclosure:
United Advisor Group ("UAG" is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. UAG, Form ADV Part 2A & CRS can be obtained by visiting: https://adviserinfo.sec.gov and search for our firm name. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice.