Uhler And Vertich Financial Planners, LLC

Uhler And Vertich Financial Planners, LLC (CRD# 130716) is a financial advisory firm headquartered in Fort Myers, FL. They manage $149,215,987 in 384 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    149
    MILLION
  • Total Number of Accounts
    384
    ACCOUNTS
  • Average Account Value
    $388,583
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NC, TX

Financial Advisors at Uhler And Vertich Financial Planners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
James C. Vertich
CRD#: 1960620
1510 Royal Palm Square Boulevard, #103, Fort Myers, FL 33919
86
Wealthminder
score

James Vertich (CRD# 1960620) is an Investment Advisor Representative working at Uhler And Vertich Financial Planners, LLC in Fort Myers, FL and has over 22 years of experience in the finance industry. James Vertich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John T. Uhler
CRD#: 501276
1510 Royal Palm Square Boulevard, #103, Fort Myers, FL 33919
73
Wealthminder
score

John Uhler (CRD# 501276) is an Investment Advisor Representative working at Uhler And Vertich Financial Planners, LLC in Fort Myers, FL and has over 38 years of experience in the finance industry.

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