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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-01-2018
- Office Locations
- 1
Office Locations
About Uvest Advisory Group, LLC
uVest Advisory Group, led by Erik Goodge, CFA, CFP®, provides high-touch, fee-only financial planning for business owners and near-retirees, including 401(k)/retirement planning and tax- and estate-aware guidance. Portfolios emphasize ETFs alongside high-quality fixed income. Operates as an independent RIA (Schwab custody) and is an XY Planning Network and Fee Only Network member; founder is a Purple Heart Marine Corps veteran.
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Owner & Executives
Erik Thomas Goodge
Advisor, Chief Compliance Officer, Managing Member, President
- CRD
- #6562264
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,543,091 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,543,091 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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